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BKM WEALTH MANAGEMENT

Tel: 262-955-7147
20300 Water Tower Boulevard, Suite 250
Brookfield, Wisconsin  53045

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BKM WEALTH MANAGEMENT

BKM WEALTH MANAGEMENT is a Brookfield, Wisconsin based financial advisory firm with nearly $582,015,571 in assets under management and provides investment advisory services for 1934 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

323928

SEC#:

801-127026

No. of Clients:

1934

Assets under Management

$582,015,571

No. of Advisors:

8

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