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ELLENBECKER INVESTMENT GROUP
Tel: 262-691-3200
N21 W23350 Ridgeview Parkway Waukesha, Wisconsin 53188
ELLENBECKER INVESTMENT GROUP
ELLENBECKER INVESTMENT GROUP is a Waukesha, Wisconsin based financial advisory firm with nearly $1,491,336,546 in assets under management and provides investment advisory services for 2060 clients. There are currently 39 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Other (CORPORATE EDUCATION AND SPEAKING ENGAGEMENT
Firm CRD#:
173851
SEC#:
801-80600
No. of Clients:
2060
Assets under Management
$1,491,336,546
No. of Advisors:
39
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