RIA Intelligence

VRAKAS/BLUM FINANCIAL ADVISORS, INC.

CRD #110856 SEC #801-62310 BROOKFIELD, WI 262-797-0400
SEC Registered
Total AUM
$44M
Discretionary
$44M
Employees
--
Clients
10
Accounts
113

Firm Details

Organization Type
Corporation
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 31, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FASS, FREDERICK, JOSEPHIDIRECTORB
FASS, FREDERICK, JOSEPHIDIRECTORB
FASS, FREDERICK, JOSEPHIDIRECTORB
FASS, FREDERICK, JOSEPHIDIRECTORB
HOLMES, JAMES, ARTHURIDIRECTORB
HOLMES, JAMES, ARTHURIDIRECTORB
HOLMES, JAMES, ARTHURIDIRECTORB
HOLMES, JAMES, ARTHURIDIRECTORB
HOLMES, JAMES, ARTHURIDIRECTORB
HOLMES, JAMES, ARTHURIDIRECTORB
HOLMES, JAMES, ARTHURIDIRECTORB
ITZIN, TIMOTHY, CHARLESIDIRECTORB
ITZIN, TIMOTHY, CHARLESIDIRECTORB
ITZIN, TIMOTHY, CHARLESIDIRECTORB
ITZIN, TIMOTHY, CHARLESIDIRECTORB
ITZIN, TIMOTHY, CHARLESIDIRECTORB
ITZIN, TIMOTHY, CHARLESIDIRECTORB
ITZIN, TIMOTHY, CHARLESIDIRECTORB
SCHULTZ, JAYNA, KAYIVICE-PRESIDENTB
SCHULTZ, JAYNA, KAYIVICE-PRESIDENTB
SCHULTZ, JAYNA, KAYIVICE-PRESIDENTB
SCHULTZ, JAYNA, KAYIVICE-PRESIDENTB
SCHULTZ, JAYNA, KAYIVICE-PRESIDENTB
SCHULTZ, JAYNA, KAYIVICE-PRESIDENTB
SCHULTZ, JAYNA, KAYIVICE-PRESIDENTB
STONE, EVERETT, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERB Control
STONE, EVERETT, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERB Control
STONE, EVERETT, JOHNIPRESIDENT/COMPLIANCE OFFICERB Control
STONE, EVERETT, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERB Control
STONE, EVERETT, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERB Control
STONE, EVERETT, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERB Control
STONE, EVERETT, JOHNIPRESIDENTB Control
WILDMAN, SCOTT, JOSEPHIDIRECTORA
WILDMAN, SCOTT, JOSEPHIDIRECTORA
WILDMAN, SCOTT, JOSEPHIDIRECTORA
WILDMAN, SCOTT, JOSEPHIDIRECTORA
WILDMAN, SCOTT, JOSEPHIDIRECTORA
WILDMAN, SCOTT, JOSEPHIDIRECTORA
WILDMAN, SCOTT, JOSEPHIDIRECTORA

Registrations

Federal

IA
Jan 31, 2007 REGISTERED

Notice Filings (1)

WI

Address

445 S. MOORLAND ROAD
SUITE 400
BROOKFIELD, WI 53005
USA
Phone: 262-797-0400