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THE MILWAUKEE COMPANY
414 N. Main Street
Thiensville, Wisconsin 53092
Tel: 262-238-6980
About THE MILWAUKEE COMPANY
THE MILWAUKEE COMPANY, formally registered with the SEC as THE MILWAUKEE COMPANY. The firm was established in 04/29/2004. They have over 2 offices throughout the country.
THE MILWAUKEE COMPANY is a Thiensville, Wisconsin based Financial Planning firm with nearly $1,135,716,819 assets under management, offering retirement planning & investment advisory services to 318 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123452 |
| SEC# | 801-62584 |
| Assets Managed by Firm | $1,135,716,819 |
| No. of Clients | 318 |
| No. of Advisors | 7 |
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 | 318 | $1,135,716,819 |
| Individuals (other than high net worth individuals) | 9 | $3,885,544 |
| High net worth individuals | 29 | $438,863,094 |
| Corporations or other businesses | 18 | $126,198,219 |
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| $287,514,955,453 | 331500 | 4069 | |
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