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Building 2MASON WELLS, INC.

Map pinMILWAUKEE, WI
Phone414-727-6400
NotebookSEC #801-80473
Total AUM
$1.4B
Employees
22
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 E. WISCONSIN AVENUE
SUITE 1280
MILWAUKEE
WI 53202
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
414-727-6400

ReceiptFinancials

Total AUM
$1.4B
Accounts
4
Discretionary
$1.4B
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$1.4B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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