Company

Acumen Advisory Services, LLC

Investment Management Muskego, Wisconsin, United States 5 employees

Employees: 5

www.acumenadvisoryllc.com LinkedIn

Acumen Advisory Services, LLC Overview

Headquarters: Muskego, Wisconsin, United States
Website: www.acumenadvisoryllc.com
Industry: Investment Management
Employees: 5
Founded: 2016
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

YUXIN CAO

About Acumen Advisory Services, LLC

Advocating for ESOP participants & the companies they own is our business. At Acumen, we know the ESOP model can be beneficial to all parties. As former ESOP participants ourselves, we have personally benefited from the wealth creation opportunities a high-functioning ESOP business offers. We have experienced firsthand the selfless dedication ESOP leaders possess as they make decisions for the good of the many, not just the few. We appreciate the entrepreneurial spirit of business founders and have assisted them in selling to an ESOP, creating legacies that live on for decades. With years of experience and a passion for ESOPs, we are the advisor you can trust.

Acumen Advisory Services, LLC Contact Details

People in AeroLeads: 3

Acumen Advisory Services, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Trevor Monnig	Esop Trustee at Acumen Advisory Services		View
Alicia Diekow	VP Operations at Acumen Advisory	Greater Minneapolis-st. Paul Area, United States	View
Yuxin Cao	Equity Research - Project Management	Chicago, Illinois, United States	View