Sw Investment Advisory Corp (Milwaukee)

Name: Sw Investment Advisory Corp
Address: 12129 W Feerick Street, Milwaukee, WI, 53222
Telephone: 414-578-8042

Sw Investment Advisory Corp is a large advisory firm based in Milwaukee. It manages $84 million of regulatory assets for 261 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Illinois, and Wisconsin.

Sw Investment Advisory Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sw Investment Advisory Corp: assets under management

The assets under management (AUM) of Sw Investment Advisory Corp is $84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $321.84 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sw Investment Advisory Corp for their services and products based on a percentage of assets under management. 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.

Careers at Sw Investment Advisory Corp

Steven Wiederholt has been acting as President since 1 Jan 1994. Daniel John Ringsred joined the executive team most recently as the President And Co Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Wiederholt	President	1 Jan 1994	75% - 100%	2471184
Daniel John Ringsred	President and co-managing member	1 Oct 2004	50% - 75%	2370311
Carl Allen Valimont	Vice president and co-managing member	1 Oct 2004	50% - 75%	4570934

Based in Milwaukee

The principal office where Sw Investment Advisory Corp performs its advisory services is located at 12129 W Feerick Street, Milwaukee, WI 53222, 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 414-578-8042 or by fax 414-578-8076. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at iacwi.com.