Daniel SieversCRD Number: 6129746
Current Firm: Fiduciary Management, Inc.
Daniel Sievers (CRD# 6129746) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Fiduciary Management, Inc.||Milwaukee, WI||Sep 2009 - Current||8|
|Evergreen Investment Management, Inc.||Boston, MA||Jun 2008 - Sep 2009||1|
|Undergraduate Government Of Boston College||Chestnut Hill, MA||Aug 2007 - Jun 2008||< 1|
|Boston College||Chestnut Hill, MA||Sep 2004 - Jun 2008||3|
|Fiduciary Management, Inc.||Milwaukee, WI||Jun 2007 - Sep 2007||< 1|
|West Allis Memorial Hospital||West Allis, WI||Jun 2006 - Aug 2006||< 1|
Total Assets Under Management21,712MILLIONS
Total Number of Accounts1,259ACCOUNTS
Average Account Value$17,245,627
- 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")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI