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Building 2FRANCIS LLC

Map pinBROOKFIELD, WI
Phone866-232-6457
NotebookSEC #801-62841
Total AUM
$0
Employees
26
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19435 W. CAPITOL DRIVE
BROOKFIELD
WI 53045
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
866-232-6457
Other Offices
1

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
80
AUM
$0
Government Entity Clients
1
AUM
$0
Corporation or Business Clients
17
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationOther ServicesPension Consulting
Other Services
CORPORATE FINANCIAL WELLNESS, PENSION PLAN PARTICIPANT ADVISORY/EDUCATION
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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