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REVIEW SERVICES INC
CRD 110277 · SEC 801-39487
13255 WEST BLUEMOUND ROAD, SUITE 205, BROOKFIELD, WI, 53005, United States
Phone
262-784-9690
Fax
262-784-3751
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.4M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $44.5M |
| High net worth individuals | 94 | $182.9M |
States served
AZ, WI, TX
All web addresses on file
Official SEC filing: View on IAPD