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401K INVESTMENT PROFESSIONALS
114 E. Main St.
Suite 213
Waunakee, Wisconsin 53597
Tel: (608) 334-9367
About 401K INVESTMENT PROFESSIONALS
401K INVESTMENT PROFESSIONALS, formally registered with the SEC as 401K INVESTMENT PROFESSIONALS. The firm was established in 08/01/2019. They have over 2 offices throughout the country.
401K INVESTMENT PROFESSIONALS is a Waunakee, Wisconsin based Financial Planning firm with nearly $311,000,000 assets under management, offering retirement planning & investment advisory services to 131 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282495 |
| SEC# | 801-117105 |
| Assets Managed by Firm | $311,000,000 |
| No. of Clients | 131 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SELECTION OF OTHER ADVISERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 131 | $311,000,000 |
| Individuals (other than high net worth individuals) | 63 | $20,000,000 |
| High net worth individuals | 3 | $3,000,000 |
| Pension and profit sharing plans | 71 | $288,000,000 |
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