Grant Koehler & Levin Ltd


Assets, Funds, Holdings

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Grant Koehler & Levin Ltd
CRD #125531
SEC #801-61856
AUM $236.3 MM (98% Disc, 100% US, 2020-02-25)
Employees4 (100% Investors, 0% Brokers)
Address10809 W Mequon Rd
Mequon, WI 53097-2809
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Macnealy Hoover Investment Management Inc
OH 0.2
Kummer Financial Strategies Inc
CO 0.2
Berkeley Inc
ID 0.2
White Mountain Investment Inc
NH 0.2
Financial Wealth Management LLC
WI 0.2
River Source Wealth Management LLC
NC 0.2
Sterling Asset Management Co Inc
NY 0.2
Three Bearings Fiduciary Advisors Inc
NH 0.2
Fieldstone Financial Management Group LLC
MA 0.2
Siena Wealth Management Inc
CA 0.2
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