National Accounting And Business Solutions, Sc

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
Hales Corners, Wisconsin
CRD number
165186
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • John Brandt

    John Brandt

    President & OwnerCRD 4078746

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth