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Building 2CAPITAL INNOVATIONS, LLC

Map pinWAUKESHA, WI
Phone262-746-3100
NotebookSEC #801-72322
Total AUM
$806.7M
Employees
4
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N19W24400 RIVERWOOD DR
SUITE 350
WAUKESHA
WI 53188
United States
Operating Hours
9:00 - 4:30
Monday - Friday
Phone
262-746-3100

ReceiptFinancials

Total AUM
$806.7M
Accounts
9
Discretionary
$405.6M
Accounts
8
Non-Discretionary
$401M
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$1.4M
Investment Company Clients
1
AUM
$798.5M
Investment Advisor Clients
5
AUM
$6.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed 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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