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Christopher J Hasenberg Inc
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CRD # | 326053 |
SEC # | 801-128039 |
CIK # | 0001989869 |
AUM | $199.6 MM (2024-06-06) |
Employees | 9 (33% Investors, 11% Brokers) |
Phone | 715-839-6566 |
Address | 431 East Claremont Ave Eau Claire, WI 54701 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001989869] |
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---|---|---|
Guardian Wealth Management Inc
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|
TN | 0.2 |
Garland Capital Management Inc
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|
WA | 0.2 |
Red Spruce Capital LLC
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PA | 0.2 |
Wynn Capital LLC
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|
GA | 0.2 |
Model Wealth Inc
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IL | 0.2 |
Western Financial Corporation
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CA | 0.2 |
Robbins Financial Advisory Service Inc
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|
PA | 0.2 |
Ascension Asset Management LLC
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|
NY | 0.2 |
Kane Company PC
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|
IA | 0.2 |
Deane Retirement Strategies Inc
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|
LA | 0.2 |