Wallman Investment Counsel LLC
Wallman Investment Counsel LLC (CRD# 109070) is a financial advisory firm headquartered in , . They manage $154,976,179 in 64 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management155MILLION
Total Number of Accounts64ACCOUNTS
Average Account Value$2,421,503
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Charles Wallman (CRD# 728795) is an Investment Advisor Representative working at Wallman Investment Counsel LLC in Middleton, WI and has 1 year of experience in the finance industry.