Wisco Investment Management LLC

RIAState Registered
Total AUM
$99.4M
Discretionary
$99.4M
100% of AUM
Avg account
$222K
Accounts
447
Employees
2
Advisory reps
2

Firm details

Headquarters
Madison, Wisconsin
CRD number
156476
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI81.57%
  • Individuals18.1%
  • Charitable Organizations0.33%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wisco Investment Management LLC is an independent, Wisconsin-registered investment adviser organized as an LLC and owned by an individual. The firm serves a mix of individual/family and institutional clients, delivering financial planning and portfolio management for individuals and small businesses. Its client fees are charged as a percentage of assets under management and through fixed-fee arrangements. Wisco also operates as an insurance broker, a capability that appears consistent with its use of annuity products alongside traditional investment management. The firm does not present itself as an ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 64%, Investment Grade Corp Bonds 14%, Other 9%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 4%, State & Local Bonds 1%64%
  • Exchange Traded Equities64%
  • Investment Grade Corp Bonds14%
  • Other9%
  • Cash & Cash Equivalents8%
  • Non-Investment Grade Corp Bonds4%

Contacts

2 of 2
  • Stephen Share

    Stephen Share

    Portfolio ManagerCRD 5711561

  • Gregory Schroeder

    Gregory Schroeder

    Portfolio ManagerCRD 2518396

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
402 Gammon Pl
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth