Honkamp Krueger Financial Services Inc

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Assets, Funds, Holdings

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CAFR Data
Honkamp Krueger Financial Services Inc
CRD #106237
SEC #801-50939
CIK #1005441
AUM $3.2 BB (100% Disc, 100% US)
Employees90 (92% Investors, 31% Brokers)
Phone563-582-2855
Address3390 Asbury Road
Dubuque, IA 52002-2801
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
SCHG246.5
SCHZ109.4
SCHD106.2
SCHV105.8
FLRN98.1
CWI62.5
AGG54.7
MDYG46.6
VFH44.5
SLYG28.9
View All
Holdings by Sector ($)
1.31.00.80.50.30.02017201820192020
Comparable Firms State AUM ($BB)
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MA 3.2
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VA 3.2
Spire Wealth Management LLC
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Lamco Advisory Services Inc
FL 3.2
BPS Capital Management Inc
MN 3.2
HS Management Partners LLC
NY 3.1
Peter B Cannell & Co Inc
NY 3.1
MAR Vista Investment Partners LLC
CA 3.1
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