Review Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Brookfield, WI. Its latest Form ADV filing, dated April 24, 2026, reports $227M in regulatory assets under management, 3 employees, and 768 accounts.
Assets Under Management
$227M
Employees
3
Offices
--
Total Clients
173
Primary office
BROOKFIELD, WI
13255 WEST BLUEMOUND ROAD, SUITE 205, BROOKFIELD, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.3% of total clients.
Top client categories% of clientsClients
1
HNWI
54.3%
94
2
Individuals
45.7%
79
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of April 24, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$227M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$227M
Total Accounts768
10Y AUM Change+$99M (+77.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.