CLEARY GULL INC.

MILWAUKEE, Wisconsin·2 registered advisors·CRD# 45309

SEC# 801-55574414-291-4500

01

Firm Overview

AUM

$1.0B

Regulatory assets under management

Employees

49

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CLEARY GULL INC.

2 registered advisors

John Reuben Peterson

MILWAUKEE, Wisconsin

Ronald David Miller

MILWAUKEE, Wisconsin

05

Office Locations

MILWAUKEE, Wisconsin

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Data sourced from SEC Form ADV filings. CLEARY GULL INC. (CRD# 45309) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.