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Building 2THE MUTUAL FUND STORE

Map pinWAUKESHA, WI
Phone262-717-0022
NotebookSEC #801-67946
Total AUM
$121.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21675 LONG VIEW DRIVE SUITE 300
WAUKESHA
WI 53186
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
262-717-0022

ReceiptFinancials

Total AUM
$121.3M
Accounts
609
Discretionary
$121.3M
Accounts
609
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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