Cleveland Hauswirth Investment Management, Inc.

Cleveland Hauswirth Investment Management, Inc. (CRD# 132307) is a financial advisory firm headquartered in Milwaukee, WI. They manage $196,708,449 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $1,501,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Cleveland Hauswirth Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Nancy D. Cleveland
CRD#: 1499216
243 E. Buffalo Street, Milwaukee, WI 53202
93
Wealthminder
score

Nancy Cleveland (CRD# 1499216) is an Investment Advisor Representative working at Cleveland Hauswirth Investment Management, Inc. in Milwaukee, WI and has over 30 years of experience in the finance industry.

2
Roy L. Hauswirth
CRD#: 1990237
243 E. Buffalo Street, Milwaukee, WI 53202
93
Wealthminder
score

Roy Hauswirth (CRD# 1990237) is an Investment Advisor Representative working at Cleveland Hauswirth Investment Management, Inc. in Milwaukee, WI and has over 26 years of experience in the finance industry.

3
Ann B. Megan
CRD#: 5532696
243 E. Buffalo Street, Milwaukee, WI 53202
93
Wealthminder
score

Ann Megan (CRD# 5532696) is an Investment Advisor Representative working at Cleveland Hauswirth Investment Management, Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.

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