1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ELLENBECKER INVESTMENT GROUP

Map pinWAUKESHA, WI
Phone262-691-3200
NotebookSEC #801-80600
Total AUM
$2.1B
Employees
51
Clients
2,284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N21 W23350 RIDGEVIEW PARKWAY
WAUKESHA
WI 53188
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
262-691-3200
Other Offices
2

ReceiptFinancials

Total AUM
$2.1B
Accounts
2,287
Discretionary
$2.1B
Accounts
2,282
Non-Discretionary
$2M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
1,593
AUM
$513.6M
HNW Individual Clients
684
AUM
$1.5B
Charitable Organization Clients
6
AUM
$2.7M
Corporation or Business Clients
1
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAILINKYLAMIMNNCNENYOHORSCTNTXVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account