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Building 2CLEVELAND HAUSWIRTH INVESTMENT MANAGEMENT, INC.

Map pinMILWAUKEE, WI
Phone414-431-6491
NotebookSEC #801-64161
Total AUM
$204.4M
Employees
2
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 E. BUFFALO STREET, SUITE 301
MILWAUKEE
WI 53202
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
414-431-6491

ReceiptFinancials

Total AUM
$204.4M
Accounts
129
Discretionary
$204.4M
Accounts
129
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$168.3M
HNW Individual Clients
15
AUM
$36.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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

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