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Maple Lake Investment Management, Inc. (Brookfield)


Maple Lake Investment Management, Inc. is a large advisory firm based in Brookfield. It manages $128.94 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Wisconsin.




Maple Lake Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maple Lake Investment Management: assets under management

The assets under management (AUM) of Maple Lake Investment Management, Inc. is $128.94 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $45.14 million in discretionary accounts and $83.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $490.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.62 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maple Lake Investment Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brookfield

The principal office where Maple Lake Investment Management, Inc. performs its advisory services is located at 13555 Bishop's Court, Brookfield, WI 53005, 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 262-432-0430 or by fax 262-432-0431. The normal business hours are 8:00am to 4:00pm on Monday - Friday.


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