ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
Milwaukee, WI
AUM
$52.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
414-299-8434
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI
248 advisers found
BULTMAN INVESTMENT MANAGEMENT, INC.
Brookfield, WI
AUM
$52.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
262-259-0777
Full profileNo website
HARRIS FINANCIAL SERVICES, INC.
Oshkosh, WI
AUM
$43.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
920-236-6598
Full profileNo website
GVR INVESTMENT MANAGEMENT, INC.
Two Rivers, WI
AUM
$36.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
920-553-4442
Full profileNo website
FULTON INVESTMENT ADVISERS, INC.
Wauwatosa, WI
AUM
$14.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
414-302-9999
Full profileNo website
BORGER CAPITAL MANAGEMENT LLC
Wausau, WI
AUM
$4.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
715-301-8111
Full profileNo website
KDHH INVESTMENTS LLC
West Bend, WI
AUM
$3.0M
Trusts & Estates
Team
0 total employees
Clients
0
Fees
Percentage of AUM
262-334-1015
Full profileNo website
RWH ASSET MANAGEMENT
Kenosha, WI
AUM
$1.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
262-308-2920
Full profileNo website
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