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Building 2M&I FINANCIAL ADVISORS, INC.

Map pinMILWAUKEE, WI
Phone414-765-7969
NotebookSEC #801-64655
Total AUM
$5.7B
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 EAST KILBOURN AVENUE SUITE 200
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
414-765-7969

ReceiptFinancials

Total AUM
$5.7B
Accounts
106,838
Discretionary
$0
Accounts
0
Non-Discretionary
$5.7B
Accounts
106,838

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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