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 an SEC-registered institutional RIA formed in 2004 and organized as a limited liability company. It serves both individual/family and institutional clients, charging fees as a percentage of assets under management. The firm’s advisory activity centers on discretionary portfolio management for individuals and small businesses and for investment companies. FINTRX indicates the firm is not an active ESG investor, is not registered as a multistate adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Satyaki Mitra
Portfolio ManagerCRD 7286447
Shrey Patel
Financial AdvisorCRD 6944007
Jacob Willms
Financial AnalystCRD 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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