Sarkauskas & Associates Inc is an adviser based in Rhinelander. It manages $21.27 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Minnesota and Wisconsin.
Sarkauskas & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sarkauskas & Associates Inc is $21.27 million. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sarkauskas & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and commissions. 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.
James Michael Sarkauskas has been acting as President since 1 Dec 1993. Stanley E Sarkauskas joined the executive team most recently as the Vice President.
The principal office where Sarkauskas & Associates Inc performs its advisory services is located at 14 East Davenport Street, Rhinelander, WI 54501, 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 715-365-6500 or by fax 715-365-6505. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.