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Home > Retirement Planners > wisconsin > mequon > REINHART PARTNERS, LLC
REINHART PARTNERS, LLC
11090 N. Weston Drive
Mequon, Wisconsin 53092
Tel: 262-241-2020
About REINHART PARTNERS, LLC
REINHART PARTNERS, LLC, formally registered with the SEC as REINHART PARTNERS, LLC. The firm was established in 12/05/1991. They have over 1 offices throughout the country.
REINHART PARTNERS, LLC is a Mequon, Wisconsin based Financial Planning firm with nearly $1,912,117,349 assets under management, offering retirement planning & investment advisory services to 263 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106432 |
| SEC# | 801-40278 |
| Assets Managed by Firm | $1,912,117,349 |
| No. of Clients | 263 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 263 | $1,912,117,349 |
| High net worth individuals | 193 | $136,273,318 |
| Pension and profit sharing plans | 10 | $96,351,109 |
| Charitable organizations | 7 | $12,310,697 |
| Corporations or other businesses | 16 | $252,486,486 |
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