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ASC 401(K) MANAGEMENT
APPLETON, WI
920-888-1272
SEC #801-96217Total AUM
$45.9M
Employees
2Clients
206Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
210 S. BLUEMOUND DR. STE:A
APPLETON
WI 54914
United States
APPLETON
WI 54914
United States
Operating Hours
MONDAY-THURSDAY 8 A.M.-4 P.M FRIDAY 8 A.M-12 P.M.
MONDAY-THURSDAY 8 A.M.-4 P.M FRIDAY 8 A.M-12 P.M.
MONDAY-THURSDAY 8 A.M.-4 P.M FRIDAY 8 A.M-12 P.M.
Phone
920-888-1272
Financials
Total AUM
$45.9M
Accounts
206Discretionary
$0
Accounts
0Non-Discretionary
$45.9M
Accounts
206
Clients
Individual Clients
191AUM
$22.6M
HNW Individual Clients
15AUM
$23.3M
Services
Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.