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 |
| Firm CRD#: | 173069 | |
| SEC#: | 801-80473 | |
| Assets under Management: | $2,141,471,695 | |
| No. of Clients: | 6 | |
| No. of Advisors: | 22 | |
| Advisory Services Provided: | Portfolio management for pooled investment vehicles | |
| Fee Structure: | A percentage of AUM, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ANNEX WEALTH MANAGEMENT, LLC | 127987 | 801-63505 | 18642 | 139 | $5,583,981,406 |
| NICOLET WEALTH MANAGEMENT | 283940 | 801-108012 | 9297 | 60 | $3,665,411,749 |
| DANA INVESTMENT ADVISORS INC | 105879 | 801-14828 | 3327 | 61 | $4,505,412,092 |
| NORTH STAR ASSET MANAGEMENT INC | 106489 | 801-52034 | 3090 | 21 | $2,727,420,238 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | 801-119352 | 2304 | 27 | $4,408,957,456 |
| RESONANT CAPITAL ADVISORS, LLC | 298451 | 801-114001 | 1981 | 19 | $1,747,858,866 |
| DIVERSIFIED MANAGEMENT INC | 106680 | 801-46436 | 1640 | 7 | $1,576,315,793 |
| PROVIDENT TRUST COMPANY | 110118 | 801-58213 | 1119 | 12 | $5,743,082,043 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | 801-62562 | 800 | 18 | $2,135,401,000 |
| REINHART PARTNERS, LLC | 106432 | 801-40278 | 263 | 14 | $1,912,117,349 |
| KELLOGG ASSET MANAGEMENT, LLC | 150031 | 801-70113 | 115 | 11 | $2,508,796,355 |
| HEARTLAND ADVISORS, INC. | 29433 | 801-19074 | 92 | 26 | $1,885,901,565 |
| MADISON ASSET MANAGEMENT | 130874 | 801-62992 | 49 | 95 | $4,484,845,089 |
| MASON WELLS, INC. | 173069 | 801-80473 | 6 | 22 | $2,141,471,695 |
| HAMMES REALTY ADVISORS, LLC | 165693 | 801-78676 | 5 | 33 | $1,665,275,777 |