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Home > Retirement Planners > wisconsin > milwaukee > MASON WELLS, INC.
MASON WELLS, INC.
411 E. Wisconsin Avenue
Suite 1280
Milwaukee, Wisconsin 53202
Tel: 414-727-6400
About MASON WELLS, INC.
MASON WELLS, INC, formally registered with the SEC as MASON WELLS, INC. The firm was established in 10/28/2014. They have over 1 offices throughout the country.
MASON WELLS, INC. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $2,141,471,695 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173069 |
| SEC# | 801-80473 |
| Assets Managed by Firm | $2,141,471,695 |
| No. of Clients | 6 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $2,141,471,695 |
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