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Building 2LOKKEN CHESNUT & CAPE INC

Map pinLA CROSSE, WI
Phone608-782-6470
NotebookSEC #801-39588
Total AUM
$125.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 MAIN ST STE 200
LA CROSSE
WI 54601
USA
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
608-782-6470

ReceiptFinancials

Total AUM
$125.3M
Accounts
323
Discretionary
$109.3M
Accounts
301
Non-Discretionary
$16M
Accounts
22

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMNWI

HandshakeAffiliates

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

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