Cleary Gull

Money Directory

Published October 29, 2012

100 E. Wisconsin Ave., Suite 2400

Milwaukee, WI, 53202

Primary Contact: Michael Cleary

(414) 291-4500

Website: www.clearygull.com

Year Founded: 1987

Primary market served: Individuals

Secondary market served: Families

Primary category of service: Wealth Management

Other services provided: Estate Planning
Financial Planning
Investments
Trust Service
Wealth Management

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Services: life-goal setting & prioritization, asset allocation, investment manager research/due diligence, portfolio construction & financial/investment/estate consultation.

Most typical fee structure: Percentage of assets under management

Total assets under management: $750 to $999 million

Net worth of typical client/family/business: $1 to $4.9 million

Minimum investment required: $500,000 to $999,999

Typical age of your clients: 55 or Over

Primary industry: Miscellaneous Services

Secondary industry: N/A

For business customers, typical size in total number of employees: N/A

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

Other services provided: N/A

Investment philosophy: We manage a portfolio to achieve our clients' financial objectives. We believe strategic and tactical asset allocation and investment management selection is key to prodcuing the desired outcome - a portfolio that enables the client's success.

Management of customer portfolios: Both internally & externally