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Home > Retirement Planners > wisconsin > mcfarland > NEUENSCHWANDER ASSET MANAGEMENT, LLC
NEUENSCHWANDER ASSET MANAGEMENT, LLC
4893 Larson Beach Rd
Mcfarland, Wisconsin 53558
Tel: 608-838-3330
About NEUENSCHWANDER ASSET MANAGEMENT, LLC
NEUENSCHWANDER ASSET MANAGEMENT, LLC, formally registered with the SEC as NEUENSCHWANDER ASSET MANAGEMENT, LLC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.
NEUENSCHWANDER ASSET MANAGEMENT, LLC is a Mcfarland, Wisconsin based Financial Planning firm with nearly $130,349,864 assets under management, offering retirement planning & investment advisory services to 507 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125179 |
| SEC# | 801-124791 |
| Assets Managed by Firm | $130,349,864 |
| No. of Clients | 507 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 507 | $130,349,864 |
| Individuals (other than high net worth individuals) | 151 | $66,349,309 |
| High net worth individuals | 26 | $64,000,362 |
| Charitable organizations | 1 | $193 |
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