Overview
Assets Under Management: $811 million
Headquarters: ELM GROVE, WI
High-Net-Worth Clients: 12
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.10
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 4,118
Discretionary Accounts: 4,118
Regulatory Filings
CRD Number: 315828
Filing ID: 2009107
Last Filing Date: 2025-08-13 13:47:00
Website: https://dinsmorecomplianceservices.com