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The Kieckhefer Group

● SEC registered since 2024CRD 331128SEC# 801-130293Mequon, WI
Export (members)
Reg. AUM
$184.6M
Employees
2
Accounts
150
Location
Mequon, WI

The Kieckhefer Group assets under management

The Kieckhefer Group is an SEC-registered investment adviser based in Mequon, WI. The firm has been registered since 2024. It reports $184.6 million in regulatory assets under management and employs 2 people.
www.kieckhefergroup.comView on SEC.gov ↗

The Kieckhefer Group owners & executives

3 reported
NameTitleOwnershipSince
David James ReichertChief Compliance OfficerUnder 5%2024
Evan SalmelaInvestment Adviser RepresentativeUnder 5%2021
Robert Allison Kieckhefer ControlManaging MemberOver 75%2013

Frequently asked questions

How much does The Kieckhefer Group manage?

The Kieckhefer Group reports $184.6 million in regulatory assets under management on its Form ADV.

How many employees does The Kieckhefer Group have?

The Kieckhefer Group reports 2 employees.

Where is The Kieckhefer Group located?

The Kieckhefer Group is based in Mequon, WI and has been SEC-registered since 2024.

Does The Kieckhefer Group disclose fund performance?

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

Contact & registration

Address1323 W. Towne Square Road, Mequon, WI 53092-5047
Phone4147043826
Office hours8:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK2051613
Discloses disciplinary historyNo

Assets under management

Discretionary$184.6M
Non-discretionary$0
Total (RAUM)$184.6M