Managers in West Bend, WI

United States · 3 asset managers within 25 km (1 in West Bend itself) · 14 wealth managers, banks and others

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 · Waukesha, WI 8 · Brookfield, WI 7 · Hartland, WI 2 · Cedarburg, WI 1 · Grafton, WI 1 · Cedar Grove, WI 1 · Elm Grove, WI 1 · Delafield, WI 1

Asset managers in and around West Bend

#	Manager	People here	Assets
1	Client First Investment Management LLC mutual funds · West Bend $271.9m	about 5main office	$271.9m
2	WEALTH MANAGEMENT institutions · Grafton $3.7bn	1	$3.7bn
3	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Cedarburg Thrivent Investment Management Inc · 5 related pages $128.7bn	office	$128.7bn

3 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.