Unclaimed Profile

Satyaki Mitra

ESTATE COUNSELORS, LLC·THIENSVILLE, Wisconsin

Clean recordESTATE COUNSELORS, LLC

414 N. MAIN STREET, THIENSVILLE, WI 53092CRD# 7286447Firm CRD# 123452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Satyaki Mitra · THIENSVILLE, WI

Registration

CRD #7286447 · ESTATE COUNSELORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Satyaki Mitra is a registered financial advisor based in THIENSVILLE, Wisconsin, affiliated with ESTATE COUNSELORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with Satyaki

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Satyaki is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ESTATE COUNSELORS, LLC

THE MILWAUKEE COMPANY

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ESTATE COUNSELORS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7286447

Firm CRD# 123452

View on FINRA BrokerCheck →

Looking for a financial advisor in THIENSVILLE?

Browse all registered financial advisors in THIENSVILLE, Wisconsin or claim this profile if it's yours.

Browse THIENSVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Satyaki Mitra offer?

Satyaki Mitra specializes in Investment Management, Fee-Only Advisory. Contact their office in THIENSVILLE, Wisconsin for a consultation.

What are Satyaki Mitra's credentials?

Satyaki Mitra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Satyaki Mitra located?

Satyaki Mitra is based in THIENSVILLE, Wisconsin, working with ESTATE COUNSELORS, LLC. Their office serves clients in the THIENSVILLE metropolitan area and surrounding communities.

How does Satyaki Mitra charge for services?

Satyaki Mitra's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ESTATE COUNSELORS, LLC?

ESTATE COUNSELORS, LLC has approximately 7 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →