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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $2,421,503
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

NE, WI

Financial Advisors at Wallman Investment Counsel LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles S. Wallman
CRD#: 728795
Middleton, WI
87
Wealthminder
score

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.

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