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Ellenbecker Investment Group, Inc.

● SEC registered since 2014CRD 173851SEC# 801-80600Waukesha, WI
Export (members)
Reg. AUM
$1.73B
Employees
42
Accounts
2,152
Location
Waukesha, WI

Ellenbecker Investment Group, Inc. assets under management

Ellenbecker Investment Group, Inc. is a registered investment adviser overseen by the SEC based in Waukesha, WI. The firm has been registered since 2014. It reports $1.7 billion in regulatory assets under management and employs 42 people.
www.ellenbecker.comView on SEC.gov ↗

Ellenbecker Investment Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Heather Lynn Hipke ControlChief Financial OfficerUnder 5%2023
Julie Ann Ellenbecker-Lipsky ControlPresident And Chief Executive Officer25-50%2014
Karen Jean Ellenbecker ControlFounder, Secretary And TreasurerOver 75%2014
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Frequently asked questions

How much does Ellenbecker Investment Group, Inc. manage?

Ellenbecker Investment Group, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Ellenbecker Investment Group, Inc. have?

Ellenbecker Investment Group, Inc. reports 42 employees.

Where is Ellenbecker Investment Group, Inc. located?

Ellenbecker Investment Group, Inc. is based in Waukesha, WI and has been SEC-registered since 2014.

Does Ellenbecker Investment Group, Inc. disclose fund performance?

Ellenbecker Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressN21 W23350 Ridgeview Parkway, Waukesha, WI 53188
Phone262-691-3200
Fax262-691-3229
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1731497
Discloses disciplinary historyNo

Assets under management

Discretionary$1.73B
Non-discretionary$726K
Total (RAUM)$1.73B