George V. Reis Investment Group, Inc. (Manitowoc)

George V. Reis Investment Group, Inc. is a large advisory firm based in Manitowoc. It manages $32 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Wisconsin.

George V. Reis Investment Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

George V. Reis Investment Group: assets under management

The assets under management (AUM) of George V. Reis Investment Group, Inc. is $32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.69 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay George V. Reis Investment Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at George V. Reis Investment Group, Inc.

Thomas James Bare has been acting as President since 1 Nov 2005. David John Diedrich joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Vincent Reis	President, director	1 Jan 1985	75% - 100%	4342689
Alison Spaeth	Vice president, director	1 Feb 1999	Other	2507458
Mary Reis	Secretary/treasurer, director	1 Feb 1999	Other	3189042
Thomas James Bare	Director	1 Nov 2005	Other	5076163
Daniel James Lalko	Director	1 Nov 2005	Other	5076170
Paul Joseph Callan	Director, vice president and treasurer	1 Nov 2005	Other	2035381
Rachel Elizabeth Wiegert	Director and secretary	1 Nov 2005	Other	5076178
George Vincent Reis	Director, president and chief compliance officer	1 Dec 2005	Other	4342689
First National Bank	Shareholder	1 Dec 2005	75% - 100%	39-0447799
Steven David Ferris	Chief compliance officer	1 Mar 2009	Other	2861293
David John Diedrich	Director	1 Dec 2009	Other	5747853
Steven David Ferris	President and chief compliance officer	1 Dec 2009	Other	2861293

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
First Manitowoc Bancorp	Shareholder	1 Dec 2005	75% - 100%	39-1435359
Bank First National	Shareholder	1 Dec 2005	75% - 100%	39-1435359

Based in Manitowoc

The principal office where George V. Reis Investment Group, Inc. performs its advisory services is located at 402 N. 8 Th Street, Manitowoc, WI 54221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 920-652-3205 or by fax 920-793-4637. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.