Grant Koehler & Levin Ltd

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CAFR Data
Grant Koehler & Levin Ltd
CRD #125531
SEC #801-61856
CIK #
AUM $198.3 MM (98% Disc, 100% US)
Employees4 (100% Investors, 0% Brokers)
Phone262-242-3770
Address10809 W Mequon Rd
Mequon, WI 53097-2809
Source [IAPD] [Website]
Total AUM ($MM)
230184138924602001200720132020
Comparable Firms State AUM ($BB)
Benchmark Investment Advisors LLC
IL 0.2
Corby Capital Markets Inc
MA 0.2
Mullooly Asset Management Inc
NJ 0.2
HELM Investment Management LLC
CO 0.2
Beaton Management Co Inc
MA 0.2
Benchmark Capital Advisors LLC
NY 0.2
Integrated Financial Strategies LLC
NC 0.2
Dragus Capital LLC
FL 0.2
Sovereign Financial Group Inc
CT 0.2
Carsonallaria Wealth Management Ltd
IL 0.2
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