Overview
Assets Under Management: $503 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 26
Average Client Assets: $18 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.72
Average High-Net-Worth Client Assets: $18 million
Total Client Accounts: 70
Discretionary Accounts: 6
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 105150
Last Filing Date: 2025-02-27 00:00:00