Adviser Profile

As of Date 10/25/2024
Registration status Registration Changed to H. C. DENISON CO.
ADV Location SHEBOYGAN, WI, United States
Contact Info 920 xxxxxxx
Websites
AUM* 101,438,935
of that, discretionary 101,438,935 100%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 913,864
% High Net Worth 27.03%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees