Review Services Inc
● SEC registered since 1991CRD 110277SEC# 801-39487Brookfield, WI
Reg. AUM
$227.4M
Employees
3
Accounts
768
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 $227.4 million in regulatory assets under management and employs 3 people.
Review Services Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patricia Anne Kiefer Control | Vice President, Secretary, Treasurer | 50-75% | 1987 |
| Tim Allen Konicke Control | President And Chief Compliance Officer | 50-75% | 1987 |
Frequently asked questions
How much does Review Services Inc manage?
Review Services Inc reports $227.4 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
| Address | 13255 West Bluemound Road, Suite 205, Brookfield, WI 53005 |
| Phone | 262-784-9690 |
| Fax | 262-784-3751 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.4M▲ 20%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$227.4Mregulatory AUM
Discretionary $0Non-discretionary $227.4M