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Building 2ETF MODEL SOLUTIONS, LLC

Map pinAPPLETON, WI
Phone920-785-6010
NotebookSEC #801-80785
Total AUM
$18.1M
Employees
14
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
W6272 COMMUNICATION COURT
APPLETON
WI 54914-8531
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
920-785-6010
Other Offices
1

ReceiptFinancials

Total AUM
$18.1M
Accounts
220
Discretionary
$18.1M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$6.9M
HNW Individual Clients
12
AUM
$5.9M
Pension/Profit Sharing Plan Clients
2
AUM
$5.3M
Investment Advisor Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL MANAGEMENT
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
LICENSE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
SCTXWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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