Lotzer & Company,inc.
Lotzer & Company,inc. (CRD# 113087) is a financial advisory firm headquartered in Bayside, WI. They manage $5,624,392 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts95ACCOUNTS
Average Account Value$59,204
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Patrick Lotzer (CRD# 2582216) is an Investment Advisor Representative working at Lotzer & Company,inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.