The Milwaukee Company
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 123452
- SEC number
- 801-62584
- Firm type
- RIA
- Assets under management
- $1.3B as of Mar 16, 2026
- Website
- www.linkedin.com/COMPANY/THE-MILWAUKEE-COMPANY ↗
- Phone
- 262-238-6980
- Address
- 414 N. Main Street, Thiensville, WI, 53092
Advisors at this firm
4 in our index · page 1 of 1
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Satyaki MitraCRD 7286447 · Thiensville, WIIA RegisteredRegistration inactive
-
Shrey PatelCRD 6944007 · Chicago, ILIA Registered
-
Andrew John WillmsCRD 4786893 · Thiensville, WIIA Registered
-
Jacob A WillmsCRD 7386170 · Mequon, WIIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 123452 ↗
FINRA BrokerCheck record for firm CRD 123452 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.