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Asset Management for Professionals Inc

CRD 108712SEC# 801-56387Whitefish Bay, WI
Export (members)
No longer SEC-registered. Asset Management for Professionals Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$220.4M
Employees
3
Accounts
413
Location
Whitefish Bay, WI

Asset Management for Professionals Inc assets under management

Asset Management for Professionals Inc is an SEC-registered investment adviser based in Whitefish Bay, WI. It reports $220.4 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Asset Management for Professionals Inc owners & executives

3 reported
NameTitleOwnershipSince
Gregory Todd Mahalick ControlPresidentUnder 5%2006
Jerome Arthur Mahalick ControlChief Executive Officer And Chief Financial OfficerOver 75%1994
Kelly Melissa ChristopherCcoUnder 5%2024

Frequently asked questions

How much does Asset Management for Professionals Inc manage?

Asset Management for Professionals Inc reports $220.4 million in regulatory assets under management on its Form ADV.

How many employees does Asset Management for Professionals Inc have?

Asset Management for Professionals Inc reports 3 employees.

Where is Asset Management for Professionals Inc located?

Asset Management for Professionals Inc is based in Whitefish Bay, WI.

Does Asset Management for Professionals Inc disclose fund performance?

Asset Management for Professionals Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$219.1M
Non-discretionary$1.3M
Total (RAUM)$220.4M