Falcons Rock Investment Counsel, LLC

Money Directory

Published December 9, 2013

W175 N11081 Stonewood Dr., Suite 201

Germantown, WI, 53022

Primary Contact: Greg Wait

(262) 240-0919

Website: www.falconsrock.com

Facebook: N/A

Twitter: N/A

LinkedIn: Falcons Rock Investment Counsel, LLC

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

General Business Description: Falcons Rock is a fee-only investment management consulting firm, providing a range of services to institutional investors and private clients.

Most typical fee structure: Percentage of assets under management

Total assets under management: $250 to $499 million

Net worth of typical client/family/business: $10 to $15.9 million

Minimum investment required: $1 to $2.9 million

Typical age of your clients: 55 or Over

Primary industry: Business Service

Secondary industry: Wholesale

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: N/A

Management of customer portfolios: External money managers only