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Building 2KOM WEALTH MANAGEMENT GROUP, LLC

Map pinAPPLETON, WI
Phone920-733-3865
NotebookSEC #801-67464
Total AUM
$407.8M
Employees
7
Clients
575

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3601 E. EVERGREEN DRIVE
SUITE 100
APPLETON
WI 54913
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
920-733-3865

ReceiptFinancials

Total AUM
$407.8M
Accounts
2,126
Discretionary
$405.4M
Accounts
2,110
Non-Discretionary
$2.4M
Accounts
16

ContactClients

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Individual Clients
411
AUM
$135.3M
HNW Individual Clients
156
AUM
$271.9M
Corporation or Business Clients
8
AUM
$563.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMIMNTXWI

HandshakeAffiliates

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

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