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AdvisorCensus / Financial advisors / Wisconsin / Milwaukee, WI / U.S. Bank National Association

Financial advisors in Milwaukee, WI using U.S. Bank National Association

3 SEC-registered investment advisory firms headquartered in the Milwaukee, WI metro area name U.S. Bank National Association as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Milwaukee, WI ยท How this list is built

FirmCityRegistrationAssets band
National Investment Services of America, LLCMilwaukeeSEC-registered investment adviserOver $5 billion
Significance Capital Management LLCMilwaukeeSEC-registered investment adviserUnder $25 million
Skylands Capital, LLCMilwaukeeSEC-registered investment adviser$500 million to $1 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. U.S. Bank National Association nationwide

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AdvisorCensus. Financial advisors in Milwaukee, WI using U.S. Bank National Association. https://advisorcensus.com/advisors/wi/milwaukee/custodians/u-s-bank-national-association
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