401K INVESTMENT PROFESSIONALS
Waunakee, United States · CRD 282495
SEC-registered investment adviser since 2019 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$311.0m
- Main clients (by assets)Pension plans 93%, Individuals 6%
- Form ADV · 2026-03-10SEC adviser record
- Kindinstitutions
- Others nearbyWaunakee, WI
As an employer
- Staff (Form ADV)4 · 4 in investment roles
- Offices in1 country