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Building 2THE KIECKHEFER GROUP

Map pinMEQUON, WI
Phone4147043826
NotebookSEC #801-130293
Total AUM
$240.8M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1323 W. TOWNE SQUARE ROAD
MEQUON
WI 53092-5047
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
4147043826

ReceiptFinancials

Total AUM
$240.8M
Accounts
148
Discretionary
$240.8M
Accounts
148
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$11.4M
HNW Individual Clients
29
AUM
$229.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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

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