George V. Reis Investment Group, Inc. is a large advisory firm based in Manitowoc. It manages $32 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Wisconsin.
George V. Reis Investment Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of George V. Reis Investment Group, Inc. is $32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay George V. Reis Investment Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas James Bare has been acting as President since 1 Nov 2005. David John Diedrich joined the executive team most recently as the Director.
The principal office where George V. Reis Investment Group, Inc. performs its advisory services is located at 402 N. 8 Th Street, Manitowoc, WI 54221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 920-652-3205 or by fax 920-793-4637. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.