RIA Intel›Advisers›Wisconsin›ASSET MANAGEMENT FOR PROFESSIONALS INC

ASSET MANAGEMENT FOR PROFESSIONALS INC

Advisory

N·WHITEFISH BAY, WI

Data as of Jul 11, 2024 · Source: SEC Form ADV

Total AUM

$220M

1-Year AUM Growth

+6.4%

3-Year CAGR

-1.3%

Employees

3

Assets Under Management

Total AUM$220M

Discretionary AUM$219M

Non-Discretionary AUM$1M

Discretionary %99.4%

Total Clients415

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record36

First FilingMar 22, 2001

Latest FilingJul 11, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ASSET MANAGEMENT FOR PROFESSIONALS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.