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Building 2THE MILWAUKEE COMPANY

Map pinTHIENSVILLE, WI
Phone262-238-6980
NotebookSEC #801-62584
Total AUM
$1.3B
Employees
7
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
414 N. MAIN STREET
THIENSVILLE
WI 53092
United States
Operating Hours
8:00-4:30
Monday - Friday
Phone
262-238-6980
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
319
Discretionary
$1.3B
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$4.3M
HNW Individual Clients
29
AUM
$484.5M
Investment Company Clients
2
AUM
$730.2M
Corporation or Business Clients
17
AUM
$126.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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

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