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Investment Professionals, LLC

● SEC registered since 2019CRD 282495SEC# 801-117105Waunakee, WI
Export (members)
Reg. AUM
$311M
Employees
4
Accounts
131
Location
Waunakee, WI

Investment Professionals, LLC assets under management

Investment Professionals, LLC is a registered investment adviser overseen by the SEC based in Waunakee, WI. The firm has been registered since 2019. It reports $311 million in regulatory assets under management and employs 4 people.
www.facebook/401kinvestmentprofessionals.comView on SEC.gov ↗

Investment Professionals, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason Donald Marty ControlPresident/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Investment Professionals, LLC manage?

Investment Professionals, LLC reports $311 million in regulatory assets under management on its Form ADV.

How many employees does Investment Professionals, LLC have?

Investment Professionals, LLC reports 4 employees.

Where is Investment Professionals, LLC located?

Investment Professionals, LLC is based in Waunakee, WI and has been SEC-registered since 2019.

Does Investment Professionals, LLC disclose fund performance?

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

Contact & registration

Address114 E. Main St., Suite 213, Waunakee, WI 53597
Phone(608) 334-9367
Fax(608) 237-2586
Office hours9:00 a.m. - 6:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$281M
Non-discretionary$30M
Total (RAUM)$311M