Bluemound Asset Management, LLC
Bluemound Asset Management, LLC (CRD# 153995) is a financial advisory firm headquartered in Muskego, WI. They manage $8,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$100,000
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Kirk Spano (CRD# 2750933) is an Investment Advisor Representative working at Bluemound Asset Management, LLC in Muskego, WI and has over 20 years of experience in the finance industry.