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Building 2OARSMAN CAPITAL, INC

Map pinMILWAUKEE, WI
Phone414-221-0081
NotebookSEC #801-60988
Total AUM
$1.2B
Employees
21
Clients
678

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
790 NORTH WATER STREET
SUITE 1850
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
414-221-0081
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,256
Discretionary
$1.1B
Accounts
1,925
Non-Discretionary
$53M
Accounts
331

ContactClients

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Individual Clients
314
AUM
$120.6M
HNW Individual Clients
356
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$715.9K
Charitable Organization Clients
6
AUM
$5.1M
Corporation or Business Clients
1
AUM
$451.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLIAILMNNCNENHSCTNTXVAWAWI

HandshakeAffiliates

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

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