|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kellogg Asset Management LLC
✚
|
|
|---|---|
| CRD # | 150031 |
| SEC # | 801-70113 |
| CIK # | |
| AUM | $2.7 B (2025-03-19) |
| Employees | 10 (100% Investors, 10% Brokers) |
| Phone | 800-236-5215 |
| Address | 200 North Adams Street Green Bay, WI 54301 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 1.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 2.7 |
| By Discretionary | ||
| Discretionary | 107 | 2.6 |
| Non-Discretionary | 1 | 0.0 |
| Total | 108 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 108 | 2.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chilton Capital Management LLC
✚
|
TX | 2.7 |
|
Brick Capital Management Inc
✚
|
MI | 2.7 |
|
Thompson Investment Management Inc
✚
|
WI | 2.7 |
|
Principle Wealth Partners LLC
✚
|
CT | 2.7 |
|
Retirement Income Solutions Inc
✚
|
MI | 2.7 |
|
Leo Wealth LLC
✚
|
TX | 2.7 |
|
Birch Hill Investment Advisors LLC
✚
|
MA | 2.7 |
|
Girard Advisory Services LLC
✚
|
PA | 2.7 |
|
Argos Capital Partners LLC
✚
|
MO | 2.6 |
|
American Capital Management Inc
✚
|
NY | 2.6 |