Review Services Inc
Review Services Inc is an SEC-registered wealth manager in Brookfield, WI with $227.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Review Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110277, SEC 801-39487, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $227.4M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Brookfield, WI
- Employees
- 3
- Clients
- 173
- CRD
- 110277
- Ownership
- KIEFER, PATRICIA, ANNE; KONICKE, TIM, ALLEN
How much AUM does Review Services Inc have?
Review Services Inc reported $227.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Review Services Inc?
Disclosed owners and executives of Review Services Inc include KIEFER, PATRICIA, ANNE, KONICKE, TIM, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.