AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
15 active representatives found
Name | City | State | Exams | Designations | |||||
---|---|---|---|---|---|---|---|---|---|
KEVIN SKOW | BROOKFIELD | WI | S65|2023-03-14 | ||||||
MACY FALLICO | BROOKFIELD | WI | S65|2023-02-24 | ||||||
JAYSON VOIGT | BROOKFIELD | WI | S63|1998-05-13|S65|2006-06-19 | CERTIFIED FINANCIAL PLANNER | |||||
TIMOTHY SHIRK | BROOKFIELD | WI | S65|2006-06-06 | ||||||
PETER CASTRO | BROOKFIELD | WI | S65|2020-03-06 | ||||||
DAVID MANDEL | BROOKFIELD | WI | S63|2006-05-24|S65|2019-12-05 | ||||||
KELLI SEND | BROOKFIELD | WI | S63|1993-09-23|S65|2001-05-29 | CERTIFIED FINANCIAL PLANNER | |||||
MICHAEL FRANCIS | BROOKFIELD | WI | S63|1984-11-28|S65|1992-05-07 | ||||||
ERIC HENCLEY | BROOKFIELD | WI | S66|2017-08-08 | ||||||
MATTHEW VANDRE | BROOKFIELD | WI | S66|2010-10-12 | CHARTERED FINANCIAL CONSULTANT | |||||
ELIZABETH AIDOO | BROOKFIELD | WI | S65|2017-08-30 | ||||||
CLIFFORD DUNTEMAN | BROOKFIELD | WI | S63|1993-06-17|S65|2008-05-07 | ||||||
PEDRO DOMINGUEZ | BROOKFIELD | WI | S65|2023-03-09 | ||||||
JOSEPH TOPP | BROOKFIELD | WI | S63|2000-08-08|S65|2000-08-21 | ||||||
KEVIN ROLOFF | BROOKFIELD | WI | S65|2009-10-06 |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.0 | $0.0 | 0% | 22 | 0 | 0% |
2024-04-02 | $0.0 | $0.0 | 0% | 22 | 0 | 0% |
2023-04-04 | $0.0 | $0.0 | 0% | 22 | 0 | 0% |
2022-04-01 | $0.2 | -$0.2 | -100% | 18 | 4 | 22% |
2021-04-05 | $0.2 | -$0.2 | -100% | 20 | 2 | 10% |
2020-04-01 | $0.2 | -$0.2 | -100% | 18 | 4 | 22% |
2019-04-01 | $0.1 | -$0.1 | -100% | 18 | 4 | 22% |
2018-04-02 | $0.2 | -$0.2 | -100% | 16 | 6 | 38% |
2017-04-01 | $0.1 | -$0.1 | -100% | 15 | 7 | 47% |
2016-04-01 | $0.1 | -$0.1 | -100% | 16 | 6 | 38% |
2015-04-01 | $0.1 | -$0.1 | -100% | 14 | 8 | 57% |
2014-04-01 | $0.1 | -$0.1 | -100% | 14 | 8 | 57% |
2013-04-01 | $0.1 | -$0.1 | -100% | 15 | 7 | 47% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
WI, AL-03/23/2023, AR-03/23/2023, AZ-03/23/2023, CA-03/11/2021, CO-03/30/2022, FL-03/23/2023, GA-03/23/2023, HI-03/23/2023, IA-03/30/2022, ID-03/23/2023, IL-03/13/2018, IN-03/23/2023, KS-03/23/2023, MI-03/23/2023, MN-03/13/2018, MO-03/30/2022, MS-03/23/2023, NC-03/30/2022, ND-03/30/2022, NJ-03/23/2023, NY-03/23/2023, OH-03/23/2023, OK-03/11/2021, OR-03/23/2023, PA-03/23/2023, SD-03/30/2022, TN-03/23/2023, TX-03/23/2023, UT-03/23/2023, VA-03/11/2021, WA-03/23/2023, WI-02/27/2014 |
ADVISER ACTIVITIES |
PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV