Financial Solutions LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Financial Solutions LLC
CRD #110149
SEC #801-107129
CIK #
AUM $651.0 MM (68% Disc, 100% US, 2020-03-19)
Employees12 (50% Investors, 67% Brokers)
Phone262-542-5200
Address1900 Airport Road
Waukesha, WI 53188
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
65552439326213102010201320172021
Comparable Firms State AUM ($BB)
Family WMS LLC
GA 0.7
West Capital Management Inc
PA 0.7
Wealth Advisory Solutions LLC
IN 0.7
Harvest Capital Management Inc
NH 0.7
Moisand Fitzgerald Tamayo LLC
FL 0.7
Aurora Private Wealth Inc
NJ 0.7
LAU Associates LLC
DE 0.7
Pbmares Wealth Management LLC
VA 0.6
NPA Asset Management LLC
NJ 0.6
ACS Investment Advisors Inc
WI 0.6
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com