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Building 2KELLOGG ASSET MANAGEMENT, LLC

Map pinGREEN BAY, WI
Phone800-236-5215
NotebookSEC #801-70113
Total AUM
$2.9B
Employees
9
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 NORTH ADAMS STREET
GREEN BAY
WI 54301
United States
Operating Hours
8 A.M. - 5 P.M. CST
Monday - Friday
Phone
800-236-5215
Other Offices
4

ReceiptFinancials

Total AUM
$2.9B
Accounts
104
Discretionary
$2.9B
Accounts
103
Non-Discretionary
$8M
Accounts
1

ContactClients

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Banking Clients
1
AUM
$1.5B
Pooled Vehicle Clients
1
AUM
$1.1B
Government Entity Clients
1
AUM
$8M
Investment Advisor Clients
1
AUM
$254M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SELECTION OF THIRD-PARTY MUTUAL FUNDS TO BUILD DIVERSIFIED MODEL PORTFOLIOS.
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMNWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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