National Accounting and Business Solutions, Sc

RIAState 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 a Wisconsin-based corporate RIA operating as an independent advisory firm with an owner-managed structure. The firm's primary business activity is accounting, and its advisory offering appears to be an extension of those accounting services rather than a standalone, large-scale asset management platform. The firm's fee arrangement is classified as "Other," indicating it uses a nonstandard billing model rather than a straight AUM or commission schedule.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • John Brandt

    John Brandt

    President & OwnerCRD 4078746

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth