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Building 2UNCOMMON CENTS INVESTING

Map pinJANESVILLE, WI
Phone608-563-2437
NotebookSEC #801-111907
Total AUM
$519.6M
Employees
3
Clients
590

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1215 SUFFOLK DR.
UNIT 100
JANESVILLE
WI 53546
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
608-563-2437

ReceiptFinancials

Total AUM
$519.6M
Accounts
1,121
Discretionary
$514.1M
Accounts
1,118
Non-Discretionary
$5.5M
Accounts
3

ContactClients

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Individual Clients
441
AUM
$207.9M
HNW Individual Clients
148
AUM
$306.2M
Pension/Profit Sharing Plan Clients
1
AUM
$5.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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