The Milwaukee Company

The Milwaukee Company (CRD# 123452) is a financial advisory firm headquartered in Thiensville, WI. They manage $1,051,520,236 in 308 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
414 N. Main Street, Thiensville, WI 53092
https://www.linkedin.com/company/the-milwaukee-company/
By the Numbers
  • Total Assets Under Management
    1,052
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $3,414,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at The Milwaukee Company
Showing 1 - 3 of 3 top financial advisors.
1
Shrey Patel, financial advisor Thiensville WI
Shrey Patel
CRD#: 6944007
414 N. Main Street, Thiensville, WI 53092

Shrey Patel (CRD# 6944007) is an Investment Advisor Representative working at The Milwaukee Company in Thiensville, WI and has over 5 years of experience in the finance industry.

2
Andrew Willms, financial advisor Thiensville WI
Andrew J. Willms
CRD#: 4786893
414 N. Main Street, Thiensville, WI 53092

Andrew Willms (CRD# 4786893) is an Investment Advisor Representative working at The Milwaukee Company in Thiensville, WI and has over 19 years of experience in the finance industry.

3
Jacob Willms, financial advisor Mequon WI
Jacob A. Willms
CRD#: 7386170
Mequon, WI

Jacob Willms (CRD# 7386170) is an Investment Advisor Representative working at The Milwaukee Company in Mequon, WI and has 1 year of experience in the finance industry.

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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