The Milwaukee

Finance · Wisconsin, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

414 N Main St, Thiensville, Wisconsin, 5...

Phone Number

(262) 238-6980

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About The Milwaukee

The Milwaukee Company specializes in comprehensive wealth management, offering personalized portfolio management and evidence-based investment strategies to help clients achieve their financial goals. Their approach is rooted in academic research and disciplined analysis, focusing on long-term results rather than market predictions. They serve a limited number of clients to foster close personal relationships, ensuring tailored advice that aligns with each client's unique circumstances. The firm is committed to transparency and fiduciary responsibility, prioritizing clients' interests in all aspects of their financial planning and investment management.Explore more
The Milwaukee's Social MediaPopular SearchesThe Milwaukee CoMilwaukeeThe Milwaukee Company UpsSIC Code 62,628NAICS Code 52,523Show more

The Milwaukee Org Chart

PhoneEmail
SM
United States flag for contact location.

Portfolio Manager & Chief Compliance Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is The Milwaukee your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to The Milwaukee

Compare insights from companies similar to The Milwaukee, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Milwaukee

<$5M
11-50
Private
-
-
SM
Seth MitraPortfolio Manager & Chief Compliance Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Milwaukee is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Milwaukee is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Milwaukee.

The Milwaukee Tech Stack

A closer look at the technologies used by The Milwaukee

Top Finance Companies

Frequently Asked Questions Regarding The Milwaukee

What is The Milwaukee's official website?
The Milwaukee's official website is www.themilwaukeecompany.com
What is The Milwaukee's Revenue?
The Milwaukee's revenue is <$5 Million
What is The Milwaukee's SIC code?
The Milwaukee's SIC: 62,628
What is The Milwaukee's NAICS code?
The Milwaukee's NAICS: 52,523
How many employees does The Milwaukee have?
The Milwaukee has 11-50 employees
What industry does The Milwaukee belong to?
The Milwaukee is in the industry of: Finance, Securities Trading
What is The Milwaukee competition?
The Milwaukee top competitors include: Montecito Capital Management Group, Clarity Capital Advisors, Stockade Wealth Management, Banyan Private Wealth
What technology does The Milwaukee use?
Some of the popular technologies that The Milwaukee uses are: Google Font API, Fidelity, Microsoft 365, GoDaddy DNS
How do I contact The Milwaukee?
The Milwaukee contact info: Phone number: (262) 238-6980 Website: www.themilwaukeecompany.com
What does The Milwaukee do?

The Milwaukee Company specializes in comprehensive wealth management, offering personalized portfolio management and evidence-based investment strategies to help clients achieve their financial goals. Their approach is rooted in academic research and disciplined analysis, focusing on long-term results rather than market predictions. They serve a li... mited number of clients to foster close personal relationships, ensuring tailored advice that aligns with each client's unique circumstances. The firm is committed to transparency and fiduciary responsibility, prioritizing clients' interests in all aspects of their financial planning and investment management.Read More

What are The Milwaukee social media links?
The Milwaukee Linkedin page The Milwaukee Twitter page The Milwaukee Facebook page
Is The Milwaukee a public company?
The Milwaukee is private company therefore does not currently have an official ticker symbol
See more information about The Milwaukee

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.