THE MILWAUKEE COMPANY
Firm details
- Headquarters
- THIENSVILLE, Wisconsin
- CRD number
- 123452
- Registered since
- April 29, 2004
- Website
- themilwaukeecompany.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies54.26%
- HNWI36%
- Corporations / Businesses9.42%
- Individuals0.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
The Milwaukee Company is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2004. The firm serves both individual and family investors as well as institutional clients, charging fees as a percentage of assets under management. Its stated advisory activities focus on portfolio management for individuals and small businesses and on managing investment companies. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- US Government Bonds5%
- State & Local Bonds4%
Owners & executives
1 of 1ANDREW WILLMS
Founder & CEOCRD 4786893
Contacts
3 of 3SATYAKI MITRA
Portfolio ManagerCRD 7286447
SHREY PATEL
Financial AdvisorCRD 6944007
Jacob Willms
Financial AnalystCRD 7386170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$1.2B in ETFs
41%
$515M
59%
$735M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THE BRINSMERE FUND - GROWTH ETF (TBFG) | Active | Tactical Allocation | $356M | 11,911,928 | 28.45% |
Location
THIENSVILLE, WI
OZAUKEE
Location
THIENSVILLE, WI
Headquartered in THIENSVILLE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- OZAUKEE
- Address
- 414 N Main St
- Time zone
- CT (UTC-6)
- Office locations
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