SourcingSourcing

REVIEW SERVICES INC

B61
CRD 110277·SEC 801-39487·BROOKFIELD, WI
AUM
$227.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$682K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REVIEW SERVICES INC
CRD
110277
SEC file #
801-39487
EIN
—
DBA names
—

Economics

AUM
$227.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$132.9M → $227.4M▲ +71%
Client mix
Individuals High Net Worth94
Individuals Other79

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
BROOKFIELD WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
linkedin.com/company/review-services-inc.(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIEFER, PATRICIA, ANNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KIEFER, PATRICIA, ANNE
KONICKE, TIM, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1382962
Trust Company Affiliate
No

People (3)

3
KONICKE, TIM, ALLEN
IAR · Direct Owner · 62.5%
1491417
KIEFER, PATRICIA, ANNE
IAR · Direct Owner · 62.5%
1382962
CARRIE ANN TICALI
IAR
4578157