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Building 2PRACTICAL PORTFOLIOS LLC

Map pinMANITOWOC, WI
Phone920-682-7680
NotebookSEC #801-67975
Total AUM
$21.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
901 YORK STREET
MANITOWOC
WI 54220-4632
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
920-682-7680

ReceiptFinancials

Total AUM
$21.6M
Accounts
149
Discretionary
$21.6M
Accounts
149
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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

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