Schenck Investment Solutions LLC is a large advisory firm based in Appleton. It manages $875.45 million of regulatory assets for 1,278 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Michigan, Texas, and Wisconsin.
Schenck Investment Solutions provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schenck Investment Solutions LLC is $875.45 million. The firm's AUM has grown by 1471% since the beginning of its operation, and $4.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Schenck Investment Solutions LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Ronald J Altenburg is individuals with 491 clients and $507.64 million of assets under management. Among the 11 most similar advisory firms, Schenck Investment Solutions has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $873.81 million for 654 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Schenck Investment Solutions doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ronald J Altenburg has been acting as President since 1 Oct 2007. Chris Bentley joined the executive team most recently as the Chief Compliance Officer.
The principal office where Schenck Investment Solutions LLC performs its advisory services is located at 200 East Washington Street, Appleton, WI 54911 5490, which is also the mailing address of the firm. An additional office of the firm is in Oshkosh, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 920-996-1316 or by fax 920-996-1304. The normal business hours are 8:00a.m.-4:00 p.m. on Monday - Friday. You can find more information about the New York firm at schencksc.com.