Vault-13

Managers in Port Washington, WI

United States · 14 asset managers within 25 km (0 in Port Washington itself) · 21 wealth managers, banks and others

Lake ForestLake ZurichMequonMilwaukeeMuskegoGurneeMadisonMiddletonSun PrairieWaunakee
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Milwaukee, WI 53 · Mequon, WI 10 · Brookfield, WI 7 · Hartland, WI 2 · Grafton, WI 1 · Cedarburg, WI 1 · Cedar Grove, WI 1 · West Bend, WI 1 · Elm Grove, WI 1

Asset managers in and around Port Washington

#Manager People here Assets Visa salary
1 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Mequon Robert W. Baird & Co. Inc · 9 related pages $394.1bn 33 $394.1bn
2 Spectrum Investment Advisors, Inc. institutions · Mequon $1.1bn about 20main office $1.1bn
3 FREEPORT FINANCIAL PARTNERS LLC hedge funds · Mequon $4.1bn 6 $4.1bn
4 REINHART PARTNERS, LLC. institutions · Mequon $2.5bn about 6main office $2.5bn
5 Client First Investment Management LLC mutual funds · West Bend $271.9m about 5main office $271.9m
6 Estate Counselors, LLC mutual funds · Mequon $1.3bn about 4main office $1.3bn
7 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Cedar Grove $12.9bn 2 $12.9bn
8 WEALTH MANAGEMENT institutions · Grafton $3.7bn 1 $3.7bn
9 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Cedarburg Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
10 Pegasus Partners Ltd. Mequon $1.1bn based here $1.1bn
11 Richmond Investment Services, LLC Mequon $316.1m based here $316.1m
12 A. D. Beadell Investment Counsel, Inc. Mequon $156.2m based here $156.2m
13 CAPITAL MIDWEST ADVISORS II, LLC venture · Mequon office
14 CAPITAL MIDWEST ADVISORS III venture · Mequon office

14 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.