Be advised. This firm is no longer registered.

Cleveland Hauswirth Investment Management

Cleveland Hauswirth Investment Management (CRD# 132307) is a financial advisory firm headquartered in Milwaukee, WI. They manage $204,415,104 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
220 E. Buffalo Street, Suite 301, Milwaukee, WI 53202
http://www.clevelandhauswirth.com/
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $1,584,613
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
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Cleveland Hauswirth Investment Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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