401k Investment Professionals, WI — Investment Adviser | BuildTrust

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401K INVESTMENT PROFESSIONALS

Investment AdviceWAUNAKEE, WI

Assets Under Management

$311M

Total AUM

Donut chart: Discretionary 281.0M, Non-Discretionary 30.0M
Category	Value
Discretionary	281.0M
Non-Discretionary	30.0M

Adviser Information

Field	Value
CRD Number	282495
SEC Number	801-117105
Street Address	114 E. MAIN ST.
Street Address 2	SUITE 213
Location	WAUNAKEE, WI 53597
Country	United States
Phone	(608) 334-9367
Fax	(608) 237-2586
Total Employees	4
Business Types	insurance_broker

Client Count by Type (137 Total)

Horizontal bar chart: Pension/Profit Sharing Pl… 71, Individuals (other than H… 63, High Net Worth Individual… 3
Category	Value
Pension/Profit Sharing Pl…	71
Individuals (other than H…	63
High Net Worth Individual…	3