PPrivate Fund Data Log in Join · $37/mo

Packerland Brokerage Services, Inc.

● SEC registered since 2012CRD 37031SEC# 801-74927Green Bay, WI
Export (members)
Reg. AUM
$909.5M
Employees
286
Accounts
4,245
Location
Green Bay, WI

Packerland Brokerage Services, Inc. assets under management

Packerland Brokerage Services, Inc. is a registered investment adviser overseen by the SEC based in Green Bay, WI. The firm has been registered since 2012. It reports $909.5 million in regulatory assets under management and employs 286 people.

Packerland Brokerage Services, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Aaron Andrew Doelger ControlShareholder, Chief Compliance OfficerUnder 5%2013
John Osborn Meier ControlDirector Of Finance And OperationsUnder 5%2015
Karen P BostwickShareholder10-25%1995
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Packerland Brokerage Services, Inc. manage?

Packerland Brokerage Services, Inc. reports $909.5 million in regulatory assets under management on its Form ADV.

How many employees does Packerland Brokerage Services, Inc. have?

Packerland Brokerage Services, Inc. reports 286 employees.

Where is Packerland Brokerage Services, Inc. located?

Packerland Brokerage Services, Inc. is based in Green Bay, WI and has been SEC-registered since 2012.

Does Packerland Brokerage Services, Inc. disclose fund performance?

Packerland Brokerage Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address432 Security Blvd., Ste. 101, Green Bay, WI 54313-9709
Phone920-662-9500
Fax920-662-9503
Office hours8:00a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$569.2M
Non-discretionary$340.3M
Total (RAUM)$909.5M