RIA Intelligence

WISCONSIN ASSET MANAGEMENT, LLC

CRD #106602 SEC #801-50418 MEQUON, WI 262-236-9000
SEC Registered
Total AUM
$56.5M
Discretionary
$55.9M
Employees
10
Clients
--
Accounts
414

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CRAWFORD, MARK, ROBERTIVICE PRESIDENT, SENIOR PORTFOLIO MANAGERNA Control
CRAWFORD, REID, ALLENIMEMBERNA
KENNEDY, DAVID, BARRYIMANAGING DIRECTORNA Control
CRAWFORD, LORI, JENISONIPRESIDENT, MANAGING MEMBERE Control

Registrations

Federal

IA
Mar 28, 2002 REGISTERED

Notice Filings (5)

CA FL IL TX WI

Address

10922 N. CEDARBURG ROAD
MEQUON, WI 53092-4304
USA
Phone: 262-236-9000