Overview
Assets Under Management: $434 million
Headquarters: WHITEFISH BAY, WI
High-Net-Worth Clients: 25
Average Client Assets: $2 million
Frequently Asked Questions
ASSET MANAGEMENT FOR PROFESSIONALS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108712), ASSET MANAGEMENT FOR PROFESSIONALS INC is subject to fiduciary duty under federal law.
ASSET MANAGEMENT FOR PROFESSIONALS INC is headquartered in WHITEFISH BAY, WI.
ASSET MANAGEMENT FOR PROFESSIONALS INC serves 25 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, ASSET MANAGEMENT FOR PROFESSIONALS INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ASSET MANAGEMENT FOR PROFESSIONALS INC manages $434 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, ASSET MANAGEMENT FOR PROFESSIONALS INC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 529
Discretionary Accounts: 528
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 108712
Filing ID: 1956575
Last Filing Date: 2025-03-12 14:46:00
Website: https://beaconcompliance.com