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|
| Keyboard |
| H C Denison Co
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|
|---|---|
| CRD # | 1628 |
| SEC # | 801-131334 |
| CIK # | |
| AUM | 310.0 M (2026-03-23) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 920-457-9451 |
| Address | 618 North 7th Street Sheboygan, WI 53081 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 121.2 |
| (b) Individuals (high net worth individuals) | 93 | 188.8 |
| (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 | 889 | 310.0 |
| By Discretionary | ||
| Discretionary | 889 | 310.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 889 | 310.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.0 | |
| Total | 889 | 310.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Two Point Capital Management Inc
✚
|
NY | 310.5 M |
|
Excel Wealth Management LLC
✚
|
CT | 310.5 M |
|
Guardian Investment Management LLC
✚
|
CA | 310.3 M |
|
Kensington Investment Counsel LLC
✚
|
CA | 310.2 M |
|
Hudson Advisor Services Inc
✚
|
NY | 310.1 M |
|
American Wealth Management Inc
✚
|
GA | 310.0 M |
|
NRI Wealth Management LLC
✚
|
CA | 309.8 M |
|
Bill OPP Fixed Income Advisory Service LLC
✚
|
309.8 M | |
|
Windward Private Wealth Management Inc
✚
|
KS | 309.6 M |
|
Beacon Financial Strategies Corp
✚
|
NC | 309.4 M |