ESTATE COUNSELORS, LLC
Legal name: THE MILWAUKEE COMPANY
CRD #123452 SEC #801-62584 THIENSVILLE, WI 262-238-6980
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
7
Clients
10
Accounts
318
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 7 | 0 |
| Jul 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| Jul 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| May 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| Nov 2023 | $1B | $1B | $0 | 6 | 0 |
| Mar 2023 | $936M | $936M | $0 | 7 | 0 |
| Mar 2022 | $1B | $1B | $520.3K | 6 | 0 |
| Aug 2021 | $931.6M | $928.8M | $2.8M | 5 | 0 |
| Mar 2021 | $931.6M | $928.8M | $2.8M | 5 | 0 |
| Oct 2020 | $822.3M | $818.9M | $3.4M | 4 | 0 |
| Jun 2020 | $822.3M | $818.9M | $3.4M | 4 | 0 |
| Mar 2020 | $822.3M | $818.9M | $3.4M | 4 | 0 |
| Mar 2019 | $638.6M | $633.6M | $5M | 5 | 0 |
| Aug 2018 | $599.1M | $594.5M | $4.6M | 5 | 0 |
| Feb 2018 | $599.1M | $594.5M | $4.6M | 5 | 0 |
| Mar 2017 | $502.1M | $498.1M | $4M | 5 | 26 |
| Jun 2016 | $392.9M | $389.1M | $3.8M | 5 | 26 |
| Mar 2016 | $392.9M | $389.1M | $3.8M | 5 | 26 |
| Mar 2015 | $318.9M | $314.6M | $4.2M | 4 | 26 |
| Mar 2014 | $276.3M | $271.3M | $5M | 3 | 26 |
| Feb 2014 | $276.3M | $271.3M | $5M | 3 | 26 |
| Jan 2014 | $197.3M | $192.1M | $5.2M | 3 | 11 |
| Mar 2013 | $197.3M | $192.1M | $5.2M | 3 | 11 |
| Mar 2013 | $197.3M | $192.1M | $5.2M | 3 | 11 |
| Jan 2013 | $165.3M | $161.3M | $4M | 4 | 11 |
| Jun 2012 | $165.3M | $161.3M | $4M | 1 | 11 |
| Mar 2012 | $165.3M | $161.3M | $4M | 1 | 11 |
| Mar 2011 | $155.8M | $151.7M | $4.1M | 5 | -- |
| Jan 2010 | $52.6M | $18.2M | $34.4M | 5 | -- |
| Feb 2009 | $52.6M | $18.2M | $34.4M | 5 | -- |
| Feb 2009 | $52.6M | $18.2M | $34.4M | 5 | -- |
| Mar 2007 | $78.4M | $28.6M | $49.8M | 5 | -- |
| Dec 2005 | $40M | $0 | $40M | 10 | -- |
| Oct 2005 | $40M | $0 | $40M | 10 | -- |
| Sep 2005 | $40M | $0 | $40M | 10 | -- |
| Apr 2004 | $40M | $0 | $40M | 10 | -- |
| Apr 2004 | $40M | $0 | $40M | 10 | -- |
| Apr 2004 | $40M | $0 | $40M | 10 | -- |
| Dec 2003 | $27M | $0 | $27M | 10 | -- |
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$936M
Discretionary$936M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$520.3K
Employees6
Clients0
DateAug 2021
Total AUM$931.6M
Discretionary$928.8M
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2021
Total AUM$931.6M
Discretionary$928.8M
Non-Disc.$2.8M
Employees5
Clients0
DateOct 2020
Total AUM$822.3M
Discretionary$818.9M
Non-Disc.$3.4M
Employees4
Clients0
DateJun 2020
Total AUM$822.3M
Discretionary$818.9M
Non-Disc.$3.4M
Employees4
Clients0
DateMar 2020
Total AUM$822.3M
Discretionary$818.9M
Non-Disc.$3.4M
Employees4
Clients0
DateMar 2019
Total AUM$638.6M
Discretionary$633.6M
Non-Disc.$5M
Employees5
Clients0
DateAug 2018
Total AUM$599.1M
Discretionary$594.5M
Non-Disc.$4.6M
Employees5
Clients0
DateFeb 2018
Total AUM$599.1M
Discretionary$594.5M
Non-Disc.$4.6M
Employees5
Clients0
DateMar 2017
Total AUM$502.1M
Discretionary$498.1M
Non-Disc.$4M
Employees5
Clients26
DateJun 2016
Total AUM$392.9M
Discretionary$389.1M
Non-Disc.$3.8M
Employees5
Clients26
DateMar 2016
Total AUM$392.9M
Discretionary$389.1M
Non-Disc.$3.8M
Employees5
Clients26
DateMar 2015
Total AUM$318.9M
Discretionary$314.6M
Non-Disc.$4.2M
Employees4
Clients26
DateMar 2014
Total AUM$276.3M
Discretionary$271.3M
Non-Disc.$5M
Employees3
Clients26
DateFeb 2014
Total AUM$276.3M
Discretionary$271.3M
Non-Disc.$5M
Employees3
Clients26
DateJan 2014
Total AUM$197.3M
Discretionary$192.1M
Non-Disc.$5.2M
Employees3
Clients11
DateMar 2013
Total AUM$197.3M
Discretionary$192.1M
Non-Disc.$5.2M
Employees3
Clients11
DateMar 2013
Total AUM$197.3M
Discretionary$192.1M
Non-Disc.$5.2M
Employees3
Clients11
DateJan 2013
Total AUM$165.3M
Discretionary$161.3M
Non-Disc.$4M
Employees4
Clients11
DateJun 2012
Total AUM$165.3M
Discretionary$161.3M
Non-Disc.$4M
Employees1
Clients11
DateMar 2012
Total AUM$165.3M
Discretionary$161.3M
Non-Disc.$4M
Employees1
Clients11
DateMar 2011
Total AUM$155.8M
Discretionary$151.7M
Non-Disc.$4.1M
Employees5
Clients--
DateJan 2010
Total AUM$52.6M
Discretionary$18.2M
Non-Disc.$34.4M
Employees5
Clients--
DateFeb 2009
Total AUM$52.6M
Discretionary$18.2M
Non-Disc.$34.4M
Employees5
Clients--
DateFeb 2009
Total AUM$52.6M
Discretionary$18.2M
Non-Disc.$34.4M
Employees5
Clients--
DateMar 2007
Total AUM$78.4M
Discretionary$28.6M
Non-Disc.$49.8M
Employees5
Clients--
DateDec 2005
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateOct 2005
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateSep 2005
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateApr 2004
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateApr 2004
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateApr 2004
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateDec 2003
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees10
Clients--