Overview
Assets Under Management: $436 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 164
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 817
Discretionary Accounts: 815
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 108931
Last Filing Date: 2025-01-21 00:00:00
Website: https://milwealth.com