Wuesthoff Wickman Inc is a large advisory firm based in Milwaukee. It manages $134.67 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.
Wuesthoff Wickman provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wuesthoff Wickman Inc is $134.67 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wuesthoff Wickman Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas John Wickman has been acting as President since 1 Oct 1979. Jeffrey J Brigman joined the executive team most recently as the Vice President/Secretary.
The principal office where Wuesthoff Wickman Inc performs its advisory services is located at 250 E Wisconsin Ave, Milwaukee, WI 53202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-271-1664 or by fax 414-271-9986. The normal business hours are 8:00 to 4:30 on Monday - Friday.