Overview
Assets Under Management: $3.2 billion
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 110
Average Client Assets: $8.3 million
Frequently Asked Questions
WIPFLI FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109983), WIPFLI FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
WIPFLI FINANCIAL ADVISORS, LLC is headquartered in MILWAUKEE, WI.
WIPFLI FINANCIAL ADVISORS, LLC serves 110 high-net-worth clients according to their SEC filing dated December 03, 2018. View client details ↓
According to their SEC Form ADV, WIPFLI FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WIPFLI FINANCIAL ADVISORS, LLC manages $3.2 billion in client assets according to their SEC filing dated December 03, 2018.
According to their SEC Form ADV, WIPFLI FINANCIAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.58%
Average Client Assets: $8.3 million
Total Client Accounts: 5,234
Discretionary Accounts: 5,117
Non-Discretionary Accounts: 117
Regulatory Filings
CRD Number: 109983
Filing ID: 1252101
Last Filing Date: 2018-12-03 15:04:00