Ellenbecker Investment is an investment advisor in Pewaukee with $1.39 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391868175
SEC advisor number
801-80600
FINRA CRD number
173851
AUM ?
$1.49 bn
(as of 11 Mar 24)
Accounts
2,060
(as of 11 Mar 24)
Employees
39
(13 investment advisory or research)
Address
Ellenbecker Investment
N35W23877 HIGHFIELD CT
SUITE 200
PEWAUKEE
WI 53072
N35W23877 HIGHFIELD CT
SUITE 200
PEWAUKEE
WI 53072
Phone
2626913200
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Jan 22