200 North Adams Street
Green Bay, Wisconsin 54301
Tel: 800-236-5215
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 115 | $2,508,796,355 |
Other investment advisers | Fewer than 5 clients | $235,285,343 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
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