Kyle Company (Milwaukee)

Name: Kyle Company
Address: 10850 West Park Place, Suite 500, Milwaukee, WI, 53224
Telephone: 414-359-2020

Kyle Company is a large advisory firm based in Milwaukee. It manages $215.11 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Wisconsin.

Kyle Company provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kyle Company: assets under management

The assets under management (AUM) of Kyle Company is $215.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $215.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.44 million each.

Kyle Company has custody of $159.03 million in cash and securities for 135 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 93% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in exchange traded securities form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kyle Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Susan K Bischoff serves?

The only and largest group of clients of Susan K Bischoff is high net worth individuals with 148 clients and $212.52 million of assets under management. Among the 7 most similar advisory firms, Kyle Company has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $212.52 million for 148 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Kyle Company doesn't advise any private funds.

Careers at Kyle Company

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Susan K Bischoff has been acting as President since 1 Oct 2001. Anthony M Barbeau joined the executive team most recently as the Secretary, Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert M Averill	Director	1 Dec 1997	Other	4489720
Alexander M Kasten	Director	1 Dec 2000	Other	4489723
Kevin P Ellis	President, director, chief compliance officer	1 Mar 2001	Other	3064106
Stephen M Fisher	Director	1 Mar 2001	Other	4489728
Susan K Bischoff	Shareholder/director/v.p.	1 Oct 2001	Other	4489690
Julie K Averill	Shareholder	1 Oct 2001	Other	4489699
Nancy K Kasten	Shareholder	1 Oct 2001	Other	4489707
Wendy K. Eldridge	Shareholder	1 Oct 2001	Other	4489709
Robin Kyle	Shareholder	1 Oct 2001	Other	4489710
Anthony M Barbeau	Secretary, treasurer	1 Dec 2001	Other	4489729

Based in Milwaukee

The principal office where Kyle Company performs its advisory services is located at 10850 West Park Place, Suite 500, Milwaukee, WI 53224, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-359-2020 or by fax 414-359-2120. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at kylefinancial.com.