Endowment Wealth Management overview
Endowment Wealth Management contact information
Offices
W6272 Communication Ct., Appleton, 54914, United StatesContacts
| Name | Job title | Location | |
|---|---|---|---|
Key Contact Mr. Prateek Mehrotra | Job titleChief Investment Officer | LocationAppleton, United States | Email  ----- |
| Mr. Benjamin P. Gilkay | Job titleAssociate Wealth Advisor | LocationAppleton, United States | Email ---------- |
| Mr. Jamie R. Brown | Job titleSenior Investment Officer | LocationAppleton, United States | Email ------- |
Endowment Wealth Management funds managed
Closed funds: 2
| Fund | Fund size | Close date | Strategy |
|---|---|---|---|
Fund size ----------- | Close dateDec 2022 | Strategy ----- | |
Fund size ------ | Close dateDec 2017 | Strategy -------- | |