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Mccarthy Grittinger Weil Financial Group, LLC (Milwaukee)


Mccarthy Grittinger Weil Financial Group, LLC is a large advisory firm based in Milwaukee. It manages $208.8 million of regulatory assets for 681 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois, Minnesota, New Hampshire, and Wisconsin.

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Mccarthy Grittinger Weil Financial Group provides financial planning services, portfolio management for individuals and small businesses, and client tax prep services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccarthy Grittinger Weil Financial Group: assets under management

The assets under management (AUM) of Mccarthy Grittinger Weil Financial Group, LLC is $208.8 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $136.81 million in discretionary accounts and $71.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $304.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $311.64 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccarthy Grittinger Weil Financial Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Milwaukee

The principal office where Mccarthy Grittinger Weil Financial Group, LLC performs its advisory services is located at 125 South 84 Th Street, Milwaukee, WI 53214 1498, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-475-1369 or by fax 414-475-0613. The normal business hours are 8:00 to 5:00 central on Monday - Friday. You can find more information about the New York firm at www.mgfin.com.


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