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Building 2BROOKFIELD INVESTMENT PARTNERS, LLC

Map pinBROOKFIELD, WI
Phone262-785-6751
NotebookSEC #801-61841
Total AUM
$704.1M
Employees
4
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 SOUTH EXECUTIVE DRIVE
SUITE 307
BROOKFIELD
WI 53005-4275
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
262-785-6751
Other Offices
1

ReceiptFinancials

Total AUM
$704.1M
Accounts
38
Discretionary
$704.1M
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$3.5M
HNW Individual Clients
10
AUM
$12.9M
Banking Clients
10
AUM
$671.7M
Charitable Organization Clients
1
AUM
$211.1K
Government Entity Clients
1
AUM
$6.3M
Other Clients
1
AUM
$9.5M
Description of Other Clients
PRIVATE HIGH SCHOOL

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNVWI

HandshakeAffiliates

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

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