|
⚲
|
| Grant Koehler & Levin Ltd
✚
|
|
|---|---|
| CRD # | 125531 |
| SEC # | 801-61856 |
| CIK # | |
| AUM | $289.4 M (2026-03-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 414-403-2734 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 21.9 |
| (b) Individuals (high net worth individuals) | 118 | 256.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.4 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 289.4 |
| By Discretionary | ||
| Discretionary | 169 | 280.4 |
| Non-Discretionary | 26 | 9.0 |
| Total | 195 | 289.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.4 | |
| Total | 195 | 289.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Avalon Advisory Group LLC
✚
|
PA | 0.3 |
|
Full Financial Inc
✚
|
0.3 | |
|
Legacy Wealth Management Group Inc
✚
|
VA | 0.3 |
|
Pomona Wealth Management LLC
✚
|
0.3 | |
|
Orser Capital Management LLC
✚
|
TX | 0.3 |
|
Hiley Hunt Wealth Management Inc
✚
|
NE | 0.3 |
|
Guardian Wealth Management Inc
✚
|
IL | 0.3 |
|
Greenhouse Wealth Management LLC
✚
|
CT | 0.3 |
|
Philip Vongontard CFA LLC
✚
|
MO | 0.3 |
|
Valtrion Capital Management LLC
✚
|
TN | 0.3 |