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REVIEW SERVICES INC
13255 West Bluemound Road
Suite 205
Brookfield, Wisconsin 53005
Tel: 262-784-9690
About REVIEW SERVICES INC
REVIEW SERVICES INC, formally registered with the SEC as REVIEW SERVICES INC. The firm was established in 07/15/1991. They have over 1 offices throughout the country.
REVIEW SERVICES INC is a Brookfield, Wisconsin based Financial Planning firm with nearly $176,735,267 assets under management, offering retirement planning & investment advisory services to 771 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110277 |
| SEC# | 801-39487 |
| Assets Managed by Firm | $176,735,267 |
| No. of Clients | 771 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 771 | $176,735,267 |
| Individuals (other than high net worth individuals) | 102 | $55,540,616 |
| High net worth individuals | 72 | $121,194,651 |
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