Overview
Assets Under Management: $417 million
Headquarters: JANESVILLE, WI
High-Net-Worth Clients: 103
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,059
Discretionary Accounts: 1,055
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 290105
Last Filing Date: 2025-01-31 00:00:00
Website: https://uncommoncentsinvesting.com