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Home > Retirement Planners > wisconsin > janesville > UNCOMMON CENTS INVESTING
UNCOMMON CENTS INVESTING
1215 Suffolk Dr.
Unit 100
Janesville, Wisconsin 53546
Tel: 608-563-2437
About UNCOMMON CENTS INVESTING
UNCOMMON CENTS INVESTING, formally registered with the SEC as UNCOMMON CENTS INVESTING. The firm was established in 10/20/2017. They have over 1 offices throughout the country.
UNCOMMON CENTS INVESTING is a Janesville, Wisconsin based Financial Planning firm with nearly $417,353,611 assets under management, offering retirement planning & investment advisory services to 1059 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290105 |
| SEC# | 801-111907 |
| Assets Managed by Firm | $417,353,611 |
| No. of Clients | 1059 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1059 | $417,353,611 |
| Individuals (other than high net worth individuals) | 474 | $206,600,687 |
| High net worth individuals | 103 | $204,782,964 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,969,960 |
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