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Capital Investment Services Of America Inc
Milwaukee, Wisconsin
4.2
5 Reviews
Capital Investment Services of America Inc, based out of Milwaukee, WI, is a reputable investment advisory firm catering to a diverse client base. With over 620 individual clients and an impressive $894,453,000 in assets under management, the company boasts extensive expertise in managing financial portfolios. They operate from a single office location and possess the necessary capabilities to oversee employer funds, although the majority of their assets come from discretionary sources rather than 401K or individual accounts.
The firm's compensation structure encompasses various types, including a percentage of the assets under m...see more
Assets Under Mgmt
$894.45M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Capital Investment Services Of America Inc
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