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Building 2GRANT KOEHLER & LEVIN LTD.

Map pin
Phone414-403-2734
NotebookSEC #801-61856
Total AUM
$289.4M
Employees
3
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-4PM
Monday - Friday
Phone
414-403-2734
Other Offices
2

ReceiptFinancials

Total AUM
$289.4M
Accounts
195
Discretionary
$280.4M
Accounts
169
Non-Discretionary
$9M
Accounts
26

ContactClients

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Individual Clients
73
AUM
$21.9M
HNW Individual Clients
118
AUM
$256M
Pension/Profit Sharing Plan Clients
1
AUM
$9.4M
Charitable Organization Clients
1
AUM
$290.5K
Corporation or Business Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILORTXWAWI

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

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