|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Warnke/Nichols Ltd
✚
|
|
|---|---|
| CRD # | 112181 |
| SEC # | 801-79230 |
| CIK # | |
| AUM | $190.8 M (2025-02-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 262-303-4113 |
| Address | 440 Wells Street Delafield, WI 53018 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 20.7 |
| (b) Individuals (high net worth individuals) | 43 | 170.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 286 | 190.8 |
| By Discretionary | ||
| Discretionary | 273 | 183.9 |
| Non-Discretionary | 13 | 6.9 |
| Total | 286 | 190.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.8 | |
| Total | 286 | 190.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Polaris Financial Partners LLC
✚
|
OH | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |
|
Osprey Capital Management Corp
✚
|
0.2 | |
|
Lander & Associates Inc
✚
|
0.2 | |
|
Vahanian & Associates Financial Planning Inc
✚
|
NY | 0.2 |
|
VIA IV Investments LLC
✚
|
IL | 0.2 |
|
Purtill Financial LLC
✚
|
OH | 0.2 |
|
Fulcrum Equity Management LLC
✚
|
TX | 0.2 |
|
Zimmermann Alan L
✚
|
0.2 | |
|
X Advisors LLC
✚
|
CA | 0.2 |