Financial advisers in Wauwatosa, WI
2 registered investment adviser firms in Wauwatosa managing $829M in assets, based on public SEC Form ADV filings.
Broadview Financial Management, LLC
Wauwatosa, WI · Est. 2013
Local
- AUM
- $699M
- Per adviser
- $100M
- Advisers
- 7
No reported disclosures
Intrinsic Investors LLC
Wauwatosa, WI · Est. 2019
Local
- AUM
- $129M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures