WISCONSIN ASSET MANAGEMENT, LLC
WISCONSIN ASSET MANAGEMENT, LLC of MEQUON, WI is an SEC-registered investment adviser (CRD 106602). Regulatory assets under management: $56.5M.
Registration
- CRD: 106602
- SEC file number: 801-50418
- Type: Registered investment adviser
- Location: 10922 N. CEDARBURG ROAD, MEQUON, WI, 53092-4304
- Phone: 262-236-9000
- Latest filing: 2002-09-09
- Regulatory AUM: $56.5M
- Discretionary AUM: $55.9M
- Non-discretionary AUM: $513K
- Clients: 6
- Accounts: 414
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| CRAWFORD JEFFREY ALLEN | MEMBER | — |
| CRAWFORD MARK ROBERT | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | — |
| KENNEDY DAVID BARRY | MANAGING DIRECTOR | — |
| CRAWFORD LORI JENISON | PRESIDENT, MANAGING MEMBER | — |
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