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Building 2WALLMAN INVESTMENT COUNSEL LLC

Map pin
Phone608-798-0499
NotebookSEC #801-68784
Total AUM
$253.9M
Employees
2
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 3:00 PM
Monday - Friday
Phone
608-798-0499

ReceiptFinancials

Total AUM
$253.9M
Accounts
72
Discretionary
$253.9M
Accounts
72
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$178.6M
Pooled Vehicle Clients
1
AUM
$75.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NEWI

HandshakeAffiliates

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

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