Falcons Rock Investment Counsel, LLC

Money Directory

Published October 29, 2012

W175 N11081 Stonewood Dr., Suite 201

Germantown, WI, 53022

Primary Contact: Greg Wait

(262) 240-0919

Website: www.falconsrock.com

Year Founded: 2003

Primary market served: Privately held companies

Secondary market served: Families

Primary category of service: Investments (Individual and/or 401k)

Other services provided: Financial Planning
Investments
Wealth Management
401K Plans

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Falcons Rock is a fee-only investment consulting firm that provides a wide variety of analytical and advisory services to institutions and private clients.

Most typical fee structure: Hourly/Consulting Fee

Total assets under management: $250 to $499 million

Net worth of typical client/family/business: $16 to $19.9 million

Minimum investment required: $3 to $9.9 million

Typical age of your clients: 55 or Over

Primary industry: Business Service

Secondary industry: Manufacturing

For business customers, typical size in total number of employees: 100 to 499

For business customers, typical size in total annual sales: N/A

Other services provided: 401K

Investment philosophy: Our investment strategies are built around client objectives, cash flows, tax status, time horizon and understanding of risk.

Management of customer portfolios: External money managers only