Milwaukee, Wisconsin
Summary
This firm operates as an employee-owned financial services company, providing a range of services including wealth management, capital markets, asset management, and private equity. It serves individual clients, families, corporations, institutional investors, and municipalities, emphasizing a client-first culture and a commitment to sustainability and diversity. The firm is dedicated to delivering tailored financial advice and investment strategies, leveraging its expertise to meet the diverse needs of its clientele.
Based on content on rwbaird.com
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Label
Value
Active Dates
27.7 years — Since Apr 1997
Web Hosting
Platform
E-Mail Provider
Proofpoint
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Services
2. Portfolio Management
Vendor
Source
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| 2023 |
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| 2024 |
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