Oarsman Capital Inc Headquarters
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Oarsman Capital, Inc.–Investment and portfolio management ...
- https://www.oarsman.net/
- Milwaukee Office 759 North Milwaukee St. Suite 605 Milwaukee, WI 53202 414-221-0081
Contact Us Oarsman Capital, Inc.–Investment and ...
- http://www.oarsman.net/contact-us/
- Oarsman Capital, Inc., conducts business only in jurisdictions where registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such use would be contrary to the laws or regulations of that jurisdiction, or which would subject Oarsman Capital ...
Oarsman Capital 759 N Milwaukee St Milwaukee, WI Financial ...
- https://www.mapquest.com/us/wisconsin/oarsman-capital-274739966
- About Our Firm Oarsman Capital, a Registered Investment Advisor, was founded in 2000 by Robert Phelps and Alan Purintun. Prior to founding Oarsman, Phelps and Purintun were portfolio managers in Robert W. Baird & Company's portfolio management department, Baird Investment Management.Location: 759 N Milwaukee St, 53202, WI
Oarsman Capital, Inc. in Milwaukee, WI Company Info ...
- https://www.bizapedia.com/wi/oarsman-capital-inc.html
- Sep 08, 2000 · Oarsman Capital, Inc. is a Wisconsin Domestic Business Corporation filed On September 8, 2000. The company's filing status is listed as Restored To Good Standing and its File Number is O019521. The Registered Agent on file for this company is Alan L. Purintun Cfa and is located at 759 N Milwaukee St Ste 605, Milwaukee, WI 53202-3797.Location: WI
Investment Management Team Oarsman Capital, Inc ...
- http://www.oarsman.net/milwaukee-investment-team/
- Prior to joining Oarsman, Peter was a principal and co-founder of Kitzinger Lautmann Capital Management, Inc. Before co-founding KLCM in 1993, Peter spent eight years as research analyst and portfolio manager with First Wisconsin Trust/US Bank Trust, and before that was a securities analyst with Transamerica Investment Services.
OARSMAN CAPITAL, INC. Top 13F Holdings
- https://whalewisdom.com/filer/oarsman-capital-inc
- Oarsman Capital is based out of Milwaukee. Oarsman Capital is a large advisory firm with 477 clients and discretionary assets under management (AUM) of $434,743,680 (Form ADV from 2021-03-31).Form of Organization: Corporation
Robert Phelps Financial Advisor - Oarsman Capital, Inc WI
- https://smartadvisormatch.com/advisor-network/wisconsin/robert-phelps-2507028
- Oarsman Capital, Inc is a company that has its headquarters in Milwaukee, Wisconsin. The investment advisory business has offices in three locations and a total of 11 employees. It oversees $521 million in total assets across its 1,874 client accounts, placing it among the bigger firms in the nation by assets under management.
Documents Oarsman Capital, Inc.–Investment and portfolio ...
- http://www.oarsman.net/oarsman-outlook/
- Documents Oarsman Capital, Inc.–Investment and portfolio management services. Oarsman Standard Contract – Non ERISA. Oarsman ERISA Contract – For 401k, SEPs and SIMPLE IRAs. Oarsman Capital Form ADV2. Client Relationship Summary (Form CRS; Form ADV, Part 3) FormADV3.
OARSMAN CAPITAL, INC.
- http://209.200.66.81/wp-content/uploads/2016/06/Contract-Non-Erisa-Non-Wrap-standard-contract-OPT-OUT-0316.pdf
- 10. SECURITIES LITIGATION . Oarsman Capital has engaged the services of Chicago Clearing Corporation (CCC) to handle all securities class-action litigation monitoring and filings. In doing so, Oarsman Capital is required to provide private information with CCC to assist with the class-action suit research. You have the option to OPT-OUT of
Oarsman Capital Inc. Top Holdings 13F Filings
- https://www.holdingschannel.com/13f/oarsman-capital-inc-top-holdings/
- Oarsman Capital Inc. Info: Size ($ in 1000's) At 06/30/2021: $251,695 At 03/31/2021: $231,117 Oarsman Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oarsman Capital Inc. 13F filings.
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