Mbo Cleary Advisors Inc. (Milwaukee)

Name: Mbo Cleary Advisors Inc.
Address: 100 East Wisconsin Avenue, Milwaukee, WI, 53202
Telephone: 414-291-3848

Mbo Cleary Advisors Inc. is a large advisory firm based in Milwaukee. It manages $4.38 billion of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Mississippi, New Jersey, New York, and Wisconsin.

Mbo Cleary Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting 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.

Mbo Cleary Advisors: assets under management

The assets under management (AUM) of Mbo Cleary Advisors Inc. is $4.38 billion. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.34 billion in discretionary accounts and $3.05 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.9 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $121.85 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mbo Cleary Advisors Inc. for their services and products based on a percentage of assets under management 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.

Careers at Mbo Cleary Advisors Inc.

Michael Joseph Cleary has been acting as President since 1 Feb 2003. Christopher Michael Carpenter joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Joseph Cleary	Director	1 Feb 2003	Other	1144519
John Reuben Peterson	Vp, secretary and director	1 Feb 2003	Other	2835168
Inc. Cleary Gull Holdings	Direct owner	1 Feb 2003	75% - 100%	75-3003235
William H Braun	Chief financial officer & compliance officer	1 Feb 2003	Other	1600422
William Hugh Braun	Chief financial officer & compliance officer	1 Feb 2003	Other	1600422
Maureen Busby Oster	President, chief investment officer and director	1 Jun 2003	Other	1560361
Stephanie Anne Chedid	Managing director and director	1 Sep 2006	Other	2572385
Stephanie Anne Chedid	President and director	1 Oct 2008	Other	2572385
Christopher Michael Carpenter	Chief operating officer	1 Apr 2009	Other	2442555

Based in Milwaukee

The principal office where Mbo Cleary Advisors Inc. performs its advisory services is located at 100 East Wisconsin Avenue, Milwaukee, WI 53202, 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 414-291-3848 or by fax 414-270-2246. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.mboadvisors.com.