REINHART PARTNERS, LLC
Mequon, WI
AUM
$2.47B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
262-241-2020
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WI, MEQUON
9 advisers found
SPECTRUM INVESTMENT ADVISORS, INC.
Mequon, WI
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
262-238-4010
RICHMOND INVESTMENT SERVICES LLC
Mequon, WI
AUM
$453.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-242-4200
BEADELL A D INVESTMENT COUNSEL INC
Mequon, WI
AUM
$250.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
262-241-0331
THE KIECKHEFER GROUP
Mequon, WI
AUM
$240.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
4147043826
DENALI WEALTH MANAGEMENT, INC.
Mequon, WI
AUM
$226.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-978-0020
SUMMIT FINANCIAL MANAGEMENT LLC
Mequon, WI
AUM
$65.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(262) 236-5090
AUM
$22.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
414-688-7547
CHRISTIANSEN ASSET MANAGEMENT LLC
Mequon, WI
AUM
$5.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
262-302-1133