MASON WELLS, INC.

Tel: 414-727-6400

411 E. Wisconsin Avenue
Suite 1280
Milwaukee, Wisconsin 53202

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MASON WELLS, INC.

MASON WELLS, INC. is a Milwaukee, Wisconsin based financial advisory firm with nearly $2,141,471,695 in assets under management and provides investment advisory services for 6 clients. There are currently 22 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

173069

SEC#:

801-80473

No. of Clients:

Assets under Management

$2,141,471,695

No. of Advisors:

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MASON WELLS, INC.

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MASON WELLS, INC.

General Information

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