The Milwaukee Company
The Milwaukee Company (CRD# 123452) is a financial advisory firm headquartered in Thiensville, WI. They manage $1,081,811,573 in 309 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management1,082MILLION
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Total Number of Accounts309ACCOUNTS
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Average Account Value$3,501,008
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
IL, WI
Shrey Patel (CRD# 6944007) is an Investment Advisor Representative working at The Milwaukee Company in Thiensville, WI and has over 6 years of experience in the finance industry.
Andrew Willms (CRD# 4786893) is an Investment Advisor Representative working at The Milwaukee Company in Thiensville, WI and has over 19 years of experience in the finance industry.
Jacob Willms (CRD# 7386170) is an Investment Advisor Representative working at The Milwaukee Company in Mequon, WI and has 1 year of experience in the finance industry.