Estate Counselors LLC
Legal Name: ESTATE COUNSELORS, LLC
414 N. MAIN STREET, THIENSVILLE, WI
262-238-6980
http://www.themilwaukeecompany.com
Frequently Asked Questions (FAQ)
Full Contact Details
Estate Counselors LLC
414 N. MAIN STREET, THIENSVILLE, WI
262-238-6980
262-238-6999
Other Info
Estate Counselors LLC is a Wisconsin-based Limited Liability Company with 5 employees, 4 of whom are advisors. While it's unclear how many clients it serves, the firm's SEC status is Approved, and it has been registered since Apr 29, 2004.
Thiensville, WI | Comprehensive Wealth Management — The Milwaukee Company
The cornerstone of The Milwaukee Company’s approach to investing is that decisions directed by academic research and extensive testing lead to better long-term results than those that rely on personal judgments and predictions.
Direct Owners
-
ANDREW JOHN WILLMS
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
LINDA WILLMS
MEMBER owns more than 25% but less than 50%
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 7, 2019
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $48,736k
- SPDR S&P 500 ETF TR TR UNIT $41,413k
- ISHARES TR NATIONAL MUN ETF $26,154k
- ISHARES TR $24,611k
- VANGUARD INDEX FDS TOTAL STK MKT $24,002k
- ISHARES U $22,233k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $21,086k
- VANGUARD CHARLOTTE FDS $18,349k
- SELECT SECTOR SPDR TR SBI CONS STPLS $18,167k
- ISHARES TR RUSSELL 2000 ETF $17,988k