Wisconsin Capital Management Overview
- Service
-
Limited Partner Consultant
- Founded
-
1984
- Employees
-
1
- Serviced Companies
-
1
- Serviced Deals
-
1
Wisconsin Capital Management General Information
Description
Wisconsin Capital Management is a full-service investment advisory firm. The firm provides a broad range of financial services to individuals and institutions, including personalized strategies for wealth management and retirement services. Wisconsin Capital Management works closely with clients to assist them in defining their investment goals and objectives and to determine the optimal asset allocation between common stocks and bonds to meet those goals. The firm was founded in 1984 and is based in Madison, Wisconsin.
Contact Information
Website
www.wiscap.com
Formerly Known As
Plumb & Associates, Thompson
Year Founded
1984
Service Provider Type
LP Consultants
Primary Office
- 8030 Excelsior Drive
- Suite 307
- Madison, WI 53717
- United States
+1 (608) 000-0000
Wisconsin Capital Management Services to Companies
Service on a Deal (1)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Arrowhead Brass Products | Mar 2004 | 00000 | 0000000 |
Wisconsin Capital Management Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Wisconsin Capital Management Team (4)
| Name | Title | Deals | Office | Contact Info |
|---|---|---|---|---|
| Thomas Plumb | Founder, Principal & President | Madison, WI |