|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Christopher J Hasenberg Inc
✚
|
|
|---|---|
| CRD # | 326053 |
| SEC # | 801-128039 |
| CIK # | 0001989869 |
| AUM | $270.5 M (2025-05-14) |
| Employees | 10 (50% Investors, 10% Brokers) |
| Phone | 715-839-6566 |
| Address | 431 East Claremont Ave Eau Claire, WI 54701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 6.0 | ||
| Fastenal Co | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 789 | 242.5 |
| (b) Individuals (high net worth individuals) | 10 | 27.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,800 | 270.5 |
| By Discretionary | ||
| Discretionary | 1,800 | 270.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,800 | 270.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.5 | |
| Total | 1,800 | 270.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989869] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peninsula Asset Management Inc
✚
|
FL | 0.3 |
|
Wheelhouse Advisory Group LLC
✚
|
MO | 0.3 |
|
Tucker Jr Douglas Ray
✚
|
AL | 0.3 |
|
Kapstone Financial Advisors LLC
✚
|
OH | 0.3 |
|
Evolution Advisers Inc
✚
|
VA | 0.3 |
|
Ferguson-Johnson Wealth Management Inc
✚
|
MD | 0.3 |
|
Fortitude Financial LLC
✚
|
WA | 0.3 |
|
Base Wealth Management LLC
✚
|
FL | 0.3 |
|
Gamma Asset Management LLC
✚
|
PR | 0.3 |
|
Security First Financial Inc
✚
|
MI | 0.3 |