Schenck Asset Management LLC (Appleton)

Schenck Asset Management LLC is a large advisory firm based in Appleton. It manages $53.5 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Michigan and Wisconsin.

Schenck Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Schenck Asset Management: assets under management

The assets under management (AUM) of Schenck Asset Management LLC is $53.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $53.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schenck Asset Management 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.

Careers at Schenck Asset Management LLC

Kermit Ellefson has been acting as President since 1 Jan 1999. Thomas Vonck joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Schenck Sc	Owner	1 Jan 1999	75% - 100%	39-1173131
Steven Nicholas Hooyman	Officer	1 Jan 1999	Other	2143662
Kermit Ellefson	Director	1 Jan 1999	Other	4446171
Robert A Debruin	Director	1 Jan 1999	Other	4446177
Michael G Kuechler	Director	1 Jan 1999	Other	4446181
Ronald R Marquardt	Director	1 Jan 1999	Other	4446183
Michael J Hucovski	Director	1 Nov 1999	Other	4446188
Thomas Vonck	Manager	1 Dec 1999	Other	4445986

Based in Appleton

The principal office where Schenck Asset Management LLC performs its advisory services is located at 200 East Washington Street, Appleton, WI 54911, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.