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

Building 2KYLE FINANCIAL SERVICES

Map pinMILWAUKEE, WI
Phone414-359-2020
NotebookSEC #801-60859
Total AUM
$261.5M
Employees
4
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10850 WEST PARK PLACE, SUITE 500
MILWAUKEE
WI 53224
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
414-359-2020

ReceiptFinancials

Total AUM
$261.5M
Accounts
165
Discretionary
$261.5M
Accounts
165
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
164
AUM
$254.8M
Pension/Profit Sharing Plan Clients
1
AUM
$6.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account