Tower View Investment Management & Research LLC

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Assets, Funds, Holdings

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CAFR Data
Tower View Investment Management & Research LLC
CRD #108739
SEC #801-110226
CIK #
AUM $139.7 MM (99% Disc, 100% US)
Employees4 (25% Investors, 0% Brokers)
Phone414-791-6834
Address1660 N Prospect Ave
Milwaukee, WI 53202
Source [IAPD] [Website]
Total AUM ($MM)
15012090603002000200620132020
Sector Holding Cap ($MM) Value ($MM)
MDY4.2
SPY3.6
JNJ369,000.02.9
PEP163,770.02.8
V341,210.02.6
VBK2.6
TOT148,330.02.5
MMC45,850.02.4
AMZN820,610.02.3
VUG2.3
View All
Holdings by Sector ($)
0.10.10.10.00.00.02016201720182020
Comparable Firms State AUM ($BB)
Friedlander Brenda S
CA 0.1
Professional Financial Solutions LLC
VA 0.1
JAHN LELA DAWN
CA 0.1
Fell Capital Management
CA 0.1
Provider Financial Inc
IN 0.1
CODA Capital Management LLC
PA 0.1
Lewis Capital Management LLC
CA 0.1
FPC Investment Advisory Inc
CA 0.1
First Dallas Securities Inc
TX 0.1
Fort Hill Capital LLC
NY 0.1
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