Financial Solutions LLC


Assets, Funds, Holdings

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Financial Solutions LLC
CRD #110149
SEC #801-107129
AUM $651.0 MM (68% Disc, 100% US, 2020-03-19)
Employees12 (50% Investors, 67% Brokers)
Address1900 Airport Road
Waukesha, WI 53188
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
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
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