Wisconsin Capital Management is an investment advisor in Madison with $213.79 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Thompson Plumb & Associates Inc
SEC CIK
IRS number
202093646
SEC advisor number
801-53829
FINRA CRD number
110394
AUM ?
$265.88 mm
(as of 29 Aug 24)
Accounts
80
(as of 29 Aug 24)
Employees
4
(2 investment advisory or research)
Address
Wisconsin Capital Management
8401 EXCELSIOR DRIVE, SUITE 102
MADISON
WI 53717
8401 EXCELSIOR DRIVE, SUITE 102
MADISON
WI 53717
Phone
6089604616
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22