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 40 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Bluemound Asset Management, LLC
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$200,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, WI
Financial Advisors at Bluemound Asset Management, LLC
1
Kirk Spano (CRD# 2750933) is an Investment Advisor Representative working at Bluemound Asset Management, LLC in Franklin, WI and has over 27 years of experience in the finance industry.
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