1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NORTHERN OAK CAPITAL MANAGEMENT, LLC

Map pinMILWAUKEE, WI
Phone414-278-0590
NotebookSEC #801-60380
Total AUM
$383.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 EAST WISCONSIN AVENUE
MILWAUKEE
WI 53202
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
414-278-0590

ReceiptFinancials

Total AUM
$383.7M
Accounts
474
Discretionary
$377.5M
Accounts
468
Non-Discretionary
$6.3M
Accounts
6

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account