1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MILWAUKEE INSTITUTIONAL ASSET MANAGEMENT

Map pinMEQUON, WI
Phone262-478-0640
NotebookSEC #801-68133
Total AUM
$71.8M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 W. MARKET STREET
SUITE 250
MEQUON
WI 53092
United States
Operating Hours
8 AM TO 4:30 PM
Monday - Friday
Phone
262-478-0640

ReceiptFinancials

Total AUM
$71.8M
Accounts
285
Discretionary
$69.4M
Accounts
248
Non-Discretionary
$2.5M
Accounts
37

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account