Christopher J Hasenberg Inc

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Assets, Funds, Holdings

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Christopher J Hasenberg Inc
CRD #326053
SEC #801-128039
CIK #0001989869
AUM $199.6 MM (2024-06-06)
Employees 9 (33% Investors, 11% Brokers)
Phone715-839-6566
Address431 East Claremont Ave
Eau Claire, WI 54701
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 7.3
LLY 301,789.7 0.8
FAST 28,302.5 0.7
ORCL 182,760.6 0.4
ET 31,904.4 0.3
XEL 38,120.3 0.3
JNJ 465,600.2 0.1
MMM 74,165.4 0.1
CDZI 132.0 0.1
PG 338,108.9 0.1
View All
Holdings by Sector ($MM)
2502001501005002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 548 144.3
(b) Individuals (high net worth individuals) 54 55.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,421 199.6
By Discretionary
Discretionary 1,421 199.6
Non-Discretionary 0 0.0
Total 1,421 199.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 199.6
Total 1,421 199.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001989869]
Comparable Firms State AUM ($BB)
Guardian Wealth Management Inc
TN 0.2
Garland Capital Management Inc
WA 0.2
Red Spruce Capital LLC
PA 0.2
Wynn Capital LLC
GA 0.2
Model Wealth Inc
IL 0.2
Western Financial Corporation
CA 0.2
Robbins Financial Advisory Service Inc
PA 0.2
Ascension Asset Management LLC
NY 0.2
Kane Company PC
IA 0.2
Deane Retirement Strategies Inc
LA 0.2
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