NATIONAL ACCOUNTING AND BUSINESS SOLUTIONS, SC

RIASEC 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 organized as a corporation that operates primarily as an accounting firm rather than as a conventional investment manager. FINTRX classifies the entity as unclassified for advisory activity and identifies the owner type as an individual. The firm's profile does not describe capital-allocation activities, and its fee approach is listed broadly as "Other." The record also indicates the firm does not present itself as an active ESG investor, is not listed as a multi-state adviser, and is not recorded as a pension consultant or related adviser. There are no advisory activities or manager allocation roles shown in the available data.

Assets & Accounts

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

    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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth