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Reis George V Investment Advisors Inc (Two Rivers)


Reis George V Investment Advisors Inc is a large advisory firm based in Two Rivers. It manages $31.08 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.

Reis George V Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Reis George V Investment Advisors: assets under management

The assets under management (AUM) of Reis George V Investment Advisors Inc is $31.08 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $31.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Reis George V Investment Advisors Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Two Rivers

The principal office where Reis George V Investment Advisors Inc performs its advisory services is located at 1413 22 Nd Street, Two Rivers, WI 54241 The mailing address of the firm is P.O. Box 205, Two Rivers, WI 54241. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 920-793-4442 or by fax 920-793-4637. The normal business hours are 7:30 a.m.-5:30 p.m. on Monday - Friday.


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