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Building 2QIS ADVISORS LLC

Map pinMEQUON, WI
Phone(262) 240-0117
NotebookSEC #801-63609
Total AUM
$124.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 W. MARKET STREET
SUITE 225
MEQUON
WI 53092
USA
Operating Hours
8:00 AM TO 5:00 PM CST
Monday - Friday
Phone
(262) 240-0117

ReceiptFinancials

Total AUM
$124.5M
Accounts
127
Discretionary
$112.1M
Accounts
125
Non-Discretionary
$12.4M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWI

HandshakeAffiliates

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

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