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Building 2SCHENCK INVESTMENT SOLUTIONS LLC

Map pinAPPLETON, WI
Phone920-996-1316
NotebookSEC #801-61043
Total AUM
$875.4M
Employees
9
Clients
655

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 EAST WASHINGTON STREET
APPLETON
WI 54911-5490
United States
Operating Hours
8:00A.M.-4:00 P.M.
Monday - Friday
Phone
920-996-1316
Other Offices
9

ReceiptFinancials

Total AUM
$875.4M
Accounts
1,278
Discretionary
$447.2M
Accounts
1,054
Non-Discretionary
$428.3M
Accounts
224

ContactClients

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Individual Clients
492
AUM
$509.3M
HNW Individual Clients
153
AUM
$336.4M
Pension/Profit Sharing Plan Clients
5
AUM
$27.2M
Charitable Organization Clients
4
AUM
$1.9M
Corporation or Business Clients
1
AUM
$745.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MITXWI

HandshakeAffiliates

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

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