Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > green bay > KELLOGG ASSET MANAGEMENT, LLC
KELLOGG ASSET MANAGEMENT, LLC
200 North Adams Street
Green Bay, Wisconsin 54301
Tel: 800-236-5215
About KELLOGG ASSET MANAGEMENT, LLC
KELLOGG ASSET MANAGEMENT, LLC, formally registered with the SEC as KELLOGG ASSET MANAGEMENT, LLC. The firm was established in 05/11/2009. They have over 4 offices throughout the country.
KELLOGG ASSET MANAGEMENT, LLC is a Green Bay, Wisconsin based Financial Planning firm with nearly $2,508,796,355 assets under management, offering retirement planning & investment advisory services to 115 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150031 |
| SEC# | 801-70113 |
| Assets Managed by Firm | $2,508,796,355 |
| No. of Clients | 115 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (SELECTION OF THIRD-PARTY MUTUAL FUNDS TO BUILD DIVERSIFIED MODEL PORTFOLIOS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 115 | $2,508,796,355 |
| Other investment advisers | Fewer than 5 clients | $235,285,343 |
More Retirement Planning firms in Green Bay, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Green Bay, Wisconsin