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1-10 employees
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Financial Services
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Milwaukee, WI, US
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The Professional Fiduciary Services Group serves as an unbiased, independent fiduciary or trustee to mid-market institutional investors including ESOPs and retirement trusts. The firm was formed in 2007 and has been growing rapidly ever since. Transaction values have ranged from under $1,000,000 to over $250,000,000. We work with a variety of investment bankers, custodians, and money managers in an open architecture environment. Many of our clients are based in the upper mid-West; however, satisfied clients have referred us to new relationships on both coasts and the Southwest. Roles include transactional fiduciary, fiduciary committee member, independent board of director member, and ESOP trustee.
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Professional Fiduciary Services LLC Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used Professional Fiduciary Services LLC email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
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