Overview
Assets Under Management: $1.9 billion
Headquarters: MEQUON, WI
High-Net-Worth Clients: 193
Average Client Assets: $706,079
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.13
Average High-Net-Worth Client Assets: $706,079
Total Client Accounts: 263
Discretionary Accounts: 263
Regulatory Filings
CRD Number: 106432
Last Filing Date: 2025-02-05 00:00:00
Website: https://reinhartpartners.com