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Building 2BILTMORE INVESTMENT MANAGEMENT, LLC

Map pinGREEN BAY, WI
Phone920-435-2555
NotebookSEC #801-69391
Total AUM
$32.4M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
424 S MONROE AVE SUITE 101
GREEN BAY
WI 54301
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
920-435-2555

ReceiptFinancials

Total AUM
$32.4M
Accounts
121
Discretionary
$32.4M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

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

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