|
⚲
|
| Kellogg Asset Management LLC
✚
| |
|---|---|
| CRD # | 150031 |
| SEC # | 801-70113 |
| CIK # | |
| AUM | $2.5 BB (2024-08-08) |
| Employees | 11 (100% Investors, 9% Brokers) |
| Phone | 800-236-5215 |
| Address | 200 North Adams Street Green Bay, WI 54301 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 1.0 |
| (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 | 0.2 |
| (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 | 115 | 2.5 |
| By Discretionary | ||
| Discretionary | 114 | 2.5 |
| Non-Discretionary | 1 | 0.0 |
| Total | 115 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 115 | 2.5 |
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|---|---|---|
|
The Renaissance Group LLC
✚
|
KY | 2.5 |
|
SYON Capital LLC
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|
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|
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|
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TX | 2.5 |
|
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|
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|
Montag A & Associates Inc
✚
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|
Krilogy Financial LLC
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|
MO | 2.5 |
|
Daymark Wealth Partners LLC
✚
|
OH | 2.5 |
|
Moors & Cabot Inc
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|
MA | 2.5 |
|
Leavell Investment Management Inc
✚
|
AL | 2.5 |