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Review Services Inc

● SEC registered since 1991CRD 110277SEC# 801-39487Brookfield, WI
Export (members)
Reg. AUM
$189.2M
Employees
3
Accounts
761
Location
Brookfield, WI

Review Services Inc assets under management

Review Services Inc is an investment advisory firm registered with the SEC based in Brookfield, WI. The firm has been registered since 1991. It reports $189.2 million in regulatory assets under management and employs 3 people.

Review Services Inc owners & executives

2 reported
NameTitleOwnershipSince
Patricia Anne Kiefer ControlVice President, Secretary, Treasurer50-75%1987
Tim Allen Konicke ControlPresident And Chief Compliance Officer50-75%1987

Frequently asked questions

How much does Review Services Inc manage?

Review Services Inc reports $189.2 million in regulatory assets under management on its Form ADV.

How many employees does Review Services Inc have?

Review Services Inc reports 3 employees.

Where is Review Services Inc located?

Review Services Inc is based in Brookfield, WI and has been SEC-registered since 1991.

Does Review Services Inc disclose fund performance?

Review Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13255 West Bluemound Road, Suite 205, Brookfield, WI 53005
Phone262-784-9690
Fax262-784-3751
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$189.2M
Total (RAUM)$189.2M