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Private Advisory

Finance · Milwaukee, Wisconsin

FinancialFinance
Milwaukee, Wisconsin, United States8 employees$652,000 revenue

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Products & Services

FinancialFinanceFinancial Services

About Private Advisory

This profile covers Private Advisory, a company reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in Milwaukee, Wisconsin, United States, operating in Financial Services and employing 6-10 people.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Private Advisory is one of 18,521 Financial companies listed in Wisconsin.

Business Contact Information

Address
215 W Maple St, Milwaukee, Wisconsin, 53204, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
8 (6-10)
Annual Revenue
$652,000 ($0M-$1M)

Private Advisory: frequently asked questions

What does Private Advisory do?

This profile covers Private Advisory, a company reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in Milwaukee, Wisconsin, United States, operating in Financial Services and employing 6-10 people.

Where is Private Advisory located?

Private Advisory is headquartered at 215 W Maple St, Milwaukee, Wisconsin, 53204, United States.

How many employees does Private Advisory have?

Private Advisory has about 8 employees (the 6-10 range).

What is Private Advisory's annual revenue?

Private Advisory's annual revenue is estimated at $652,000 (the $0M-$1M range).

What industry is Private Advisory in?

Private Advisory is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

What companies are similar to Private Advisory?

Other large financial companies in Wisconsin include The Northwestern Mutual Life Insurance Co, American Family Mutual Insurance Co, National Guardian Life Insurance Co and QBE North America.

Largest financial companies in Wisconsin

Largest financial companies

Manufacturing sales in Wisconsin, 2026

In Wisconsin, Factur's 2026 study counted 30 manufacturing quotes worth $957K and 6 purchase orders over 12 months: 20% of quotes became orders, against 21% nationally. See the Wisconsin data.

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