National Accounting And Business Solutions, Sc
Firm details
- Headquarters
- Hales Corners, Wisconsin
- CRD number
- 165186
- Website
- nabstax.com
- Fee structure
- Other
Firm profile
FINTRXOverview
National Accounting And Business Solutions, Sc is organized as a corporation and is classified in the data set as an independent registered investment adviser. The firm’s primary business activity is accounting, and ownership is listed as an individual proprietor rather than a corporate or institutional owner. The record indicates the adviser does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Fee structure is recorded as “other,” and the SEC registration year is not provided. Taken together, the profile reads more like an accounting practice that also holds RIA registration than a traditional asset-management firm that sources and deploys client capital. The absence of capital-allocation activity and the emphasis on accounting suggest the firm’s advisory role, if any, may be ancillary to tax or accounting services rather than centered on discretionary investment management.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
John Brandt
President & OwnerCRD 4078746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hales Corners, WI
Milwaukee
Location
Hales Corners, WI
Headquartered in Hales Corners, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 5455 S 108th St
- Time zone
- CT (UTC-6)
- Office locations
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