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Building 2M&I FINANCIAL ADVISORS, INC.

Map pinMILWAUKEE, WI
Phone414-765-7969
NotebookSEC #801-74429
Total AUM
$3.8B
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 EAST KILBOURN AVENUE SUITE 200
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
414-765-7969

ReceiptFinancials

Total AUM
$3.8B
Accounts
36,252
Discretionary
$2.5B
Accounts
14,703
Non-Discretionary
$1.3B
Accounts
21,549

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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