Falcons Rock Investment Counsel, LLC

Money Directory

Published December 8, 2014

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: N/A

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: Investments
Wealth Management
401K Plans

General Business Description: Falcons Rock provides fee-only investment consulting services to families and institutional investors.

Most typical fee structure: Hourly/Consulting Fee

Total assets under management: $750 to $999 million

Net worth of typical client/family/business: $5 to $9.9 million

Minimum investment required: $3 to $9.9 million

Typical age of your clients: 55 or Over

Primary industry: Social Services/ Nonprofit

Secondary industry: Business Service

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

For business customers, typical size in total annual sales: $20 to $49.9 million

Other services provided: 401K

Investment philosophy: N/A

Management of customer portfolios: External money managers only