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| Happy Holidays!! thanks for using AUM13F!! |
| Review Services Inc
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|---|---|
| CRD # | 110277 |
| SEC # | 801-39487 |
| CIK # | |
| AUM | $189.2 M (2025-05-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 262-784-9690 |
| Address | 13255 West Bluemound Road Brookfield, WI 53005 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 49.9 |
| (b) Individuals (high net worth individuals) | 79 | 139.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 189.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 761 | 189.2 |
| Total | 761 | 189.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.2 | |
| Total | 761 | 189.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
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✚
|
CA | 0.2 |
|
Drawbridge Capital LLC
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OK | 0.2 |
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Financial Concepts Unlimited Inc
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0.2 | |
|
Great Gable Advisors LLC
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|
CA | 0.2 |
|
Arrien Investments Inc
✚
|
ID | 0.2 |
|
Financial Management Services of America LLC
✚
|
0.2 | |
|
Miami Valley Portfolio Management Inc
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|
OH | 0.2 |
|
Sky-Mountain Capital Management Inc
✚
|
ID | 0.2 |
|
Concordia Wealth Management LLC
✚
|
MA | 0.2 |
|
Rembrandt Financial Group LLC
✚
|
TX | 0.2 |