Overview
Assets Under Management: $417 million
Headquarters: JANESVILLE, WI
High-Net-Worth Clients: 103
Average Client Assets: $2 million
Frequently Asked Questions
UNCOMMON CENTS INVESTING, LLC 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 #290105), UNCOMMON CENTS INVESTING, LLC is subject to fiduciary duty under federal law.
UNCOMMON CENTS INVESTING, LLC is headquartered in JANESVILLE, WI.
UNCOMMON CENTS INVESTING, LLC serves 103 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, UNCOMMON CENTS INVESTING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
UNCOMMON CENTS INVESTING, LLC manages $417 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, UNCOMMON CENTS INVESTING, LLC serves high-net-worth individuals. View client details ↓
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