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KELLOGG ASSET MANAGEMENT, LLC

200 North Adams Street
Green Bay, Wisconsin 54301
Tel: 800-236-5215

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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 StatusApproved
Firm CRD#150031
SEC#801-70113
Assets Managed by Firm$2,508,796,355
No. of Clients115
No. of Advisors11

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 ClientsAUM
Firm Total115$2,508,796,355
Other investment advisersFewer than 5 clients$235,285,343

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