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Marilou Davido

WFA ASSET MANAGEMENT CORP·WHITEFISH BAY, Wisconsin
Clean recordWFA ASSET MANAGEMENT CORP
633 E. HENRY CLAY STREET, WHITEFISH BAY, WI 53217CRD# 6785910Firm CRD# 106102

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marilou Davido · WHITEFISH BAY, WI
Registration
CRD #6785910 · WFA ASSET MANAGEMENT CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marilou Davido is a registered financial advisor based in WHITEFISH BAY, Wisconsin, affiliated with WFA ASSET MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WFA ASSET MANAGEMENT CORP
WFA ASSET MANAGEMENT CORP
AUM
$374M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WFA ASSET MANAGEMENT CORP →
Services
Financial planning
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6785910
Firm CRD# 106102
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marilou Davido offer?
Marilou Davido specializes in Financial Planning, Investment Management. Contact their office in WHITEFISH BAY, Wisconsin for a consultation.
What are Marilou Davido's credentials?
Marilou Davido is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marilou Davido located?
Marilou Davido is based in WHITEFISH BAY, Wisconsin, working with WFA ASSET MANAGEMENT CORP. Their office serves clients in the WHITEFISH BAY metropolitan area and surrounding communities.
How does Marilou Davido charge for services?
Marilou Davido's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WFA ASSET MANAGEMENT CORP?
WFA ASSET MANAGEMENT CORP has approximately 8 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WFA ASSET MANAGEMENT CORP

Nicholas Enea
WHITEFISH BAY, WI

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Nearby cities in Wisconsin
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Research
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