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WISCONSIN CAPITAL MANAGEMENT, LLC
8020 Excelsior Drive Ste. 402
Madison, Wisconsin 53717
Tel: 608-960-4616
About WISCONSIN CAPITAL MANAGEMENT, LLC
WISCONSIN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WISCONSIN CAPITAL MANAGEMENT, LLC. The firm was established in 01/29/1997. They have over 1 offices throughout the country.
WISCONSIN CAPITAL MANAGEMENT, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $265,877,858 assets under management, offering retirement planning & investment advisory services to 80 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110394 |
| SEC# | 801-53829 |
| Assets Managed by Firm | $265,877,858 |
| No. of Clients | 80 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 80 | $265,877,858 |
| Individuals (other than high net worth individuals) | 21 | $3,718,532 |
| High net worth individuals | 40 | $161,455,300 |
| Corporations or other businesses | 1 | $257,643 |
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