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THE MILWAUKEE COMPANY

ESTATE COUNSELORS, LLC

CRD 123452 · SEC 801-62584

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414 N. MAIN STREET, THIENSVILLE, WI, 53092, United States

Phone

262-238-6980

Fax

262-333-3209

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.35B

Discretionary AUM

$1.35B

Team

7 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)

Client types

TypeClientsAUM
Individuals8$4.3M
High net worth individuals29$484.5M
Investment companies2$730.2M
Corporations/business entities17$126.7M

States served

IL, WI

All web addresses on file

Official SEC filing: View on IAPD