REVIEW SERVICES INC
Firm details
- Headquarters
- BROOKFIELD, Wisconsin
- CRD number
- 110277
- Registered since
- July 15, 1991
- Website
- www.reviewservicesinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.44%
- Individuals19.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Review Services Inc is an independent, SEC-registered investment adviser that has been operating since 1991 as a corporation owned by an individual. The firm works primarily with individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing approach includes a percentage-of-AUM fee schedule alongside hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities9%
- Cash & Cash Equivalents9%
- Other2%
Contacts
3 of 3CARRIE TICALI
Associate Financial PlannerCRD 4578157
PATRICIA KIEFER
PartnerCRD 1382962
TIM KONICKE
PartnerCRD 1491417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROOKFIELD, WI
WAUKESHA
Location
BROOKFIELD, WI
Headquartered in BROOKFIELD, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- 13255 W Bluemound Rd
- Time zone
- CT (UTC-6)
- Office locations
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