Vault-13

Managers in De Pere, WI

United States · 12 asset managers within 25 km (4 in De Pere itself) · 23 wealth managers, banks and others

De PereAppletonNeenahCedarburgGreen BayTraverse CityWilliamsburgWausauWest BendPlover
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Appleton, WI 11 · Green Bay, WI 8 · Neenah, WI 5 · Manitowoc, WI 1

Asset managers in and around De Pere

#Manager People here Assets Visa salary
1 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Green Bay Robert W. Baird & Co. Inc · 9 related pages $394.1bn 31 $394.1bn
2 KELLOGG ASSET MANAGEMENT, LLC institutions · Green Bay $2.9bn about 4main office $2.9bn
3 Johnson Wealth Inc. Green Bay $10.3bn 3 $10.3bn
4 KERBERROSE WEALTH MANAGEMENT, LLC institutions · Green Bay $1.2bn 2 $1.2bn
5 HECK CAPITAL ADVISORS, LLC institutions · Green Bay $11.3bn 1 $11.3bn
6 MainStreet Investment Advisors LLC institutions · De Pere $5.9bn 1 $5.9bn
7 ANTHONY CAPITAL MANAGEMENT, LLC mutual funds, futures · De Pere $37.9m about 1main office $37.9m
8 N.E.W. Advisory Services LLC De Pere $1.5bn based here $1.5bn
9 Financial Planning & Information Services, Inc. De Pere $725.7m based here $725.7m
10 Macco Financial Group, Inc. Green Bay $153.9m based here $153.9m
11 NICOLET ADVISORY SERVICES, LLC Green Bay based here
12 TITLETOWNTECH VENTURES LLC venture · Green Bay office

12 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.