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Kellogg Asset Management, LLC

● SEC registered since 2009CRD 150031SEC# 801-70113Green Bay, WI
Export (members)
Reg. AUM
$2.65B
Employees
10
Accounts
108
Location
Green Bay, WI

Kellogg Asset Management, LLC assets under management

Kellogg Asset Management, LLC is a registered investment adviser overseen by the SEC based in Green Bay, WI. The firm has been registered since 2009. It reports $2.7 billion in regulatory assets under management and employs 10 people.
View on SEC.gov ↗

Kellogg Asset Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Anthony Philip PecoraChief Compliance OfficerUnder 5%2017
Associated Trust Company ControlSole MemberOver 75%2016
Chan C.m. Barden ControlElected ManagerUnder 5%2013
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Frequently asked questions

How much does Kellogg Asset Management, LLC manage?

Kellogg Asset Management, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Kellogg Asset Management, LLC have?

Kellogg Asset Management, LLC reports 10 employees.

Where is Kellogg Asset Management, LLC located?

Kellogg Asset Management, LLC is based in Green Bay, WI and has been SEC-registered since 2009.

Does Kellogg Asset Management, LLC disclose fund performance?

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

Contact & registration

Address200 North Adams Street, Green Bay, WI 54301
Phone800-236-5215
Office hours8 a.m. - 5 p.m. Cst
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.65B
Non-discretionary$6.3M
Total (RAUM)$2.65B