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 a limited liability company that has operated as an SEC-registered investment adviser since 2004. It is organized as an institutional RIA serving both individual and family clients alongside institutional investors. The firm charges fees based on a percentage of assets under management and provides portfolio management services for individuals, small businesses and investment companies. The firm does not market itself as an ESG-focused investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Andrew Willms
Founder & CEOCRD 4786893
Contacts
3 of 4
Shrey Patel
Financial AdvisorCRD 6944007
Satyaki Mitra
Portfolio ManagerCRD 7286447
Jacob Willms
Director of StrategyCRD 7386170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$1.3B in ETFs
41%
$545M
59%
$771M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THE BRINSMERE FUND - GROWTH ETF (TBFG) | Active | Tactical Allocation | $382M | 11,639,514 | 29.01% |
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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