Nackers & Grant Inc (Brookfield)

Name: Nackers & Grant Inc
Address: 13160 West Burleigh Rd, Brookfield, WI, 53005
Telephone: 262-783-0607

Nackers & Grant Inc is a large advisory firm based in Brookfield. It manages $76.44 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.

Nackers & Grant provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nackers & Grant: assets under management

The assets under management (AUM) of Nackers & Grant Inc is $76.44 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70.6 million in discretionary accounts and $5.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $205.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $343.44 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Nackers & Grant Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nackers & Grant Inc

Christopher John Grant has been acting as President since 1 Sep 1997. Thomas Henry Nackers joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher John Grant	President	1 Sep 1997	25% - 50%	1428008
Thomas Henry Nackers	Vice-president	1 Sep 1997	25% - 50%	1007537
Michael Thomas Smith	Beneficial owner	1 Mar 1999	Other	2345803
Gerald Wayne Nackers	Beneficial owner	1 Mar 1999	Other	2017730
Thomas Henry Nackers	President	1 May 2003	75% - 100%	1007537
Gerald Wayne Nackers	Vice president	1 May 2003	Other	2017730

Based in Brookfield

The principal office where Nackers & Grant Inc performs its advisory services is located at 13160 West Burleigh Rd, Brookfield, WI 53005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-783-0607 or by fax 262-783-0606. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.investmentdesigners.com.