THE MILWEALTH GROUP, LLC
Tel: 414-475-1369 125 South 84th Street Suite 130 Milwaukee, Wisconsin 53214-1498
About THE MILWEALTH GROUP, LLC
THE MILWEALTH GROUP, LLC is a Milwaukee, Wisconsin based financial advisory firm with nearly $435,783,988 in assets under management and provides investment advisory services for 817 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
108931
Firm SEC#:
801-56927
Assets Under Management:
$435,783,988
No. of Clients:
817
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Other (CLIENT TAX PREP SERVICES)
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