Kitzinger Lautmann Capital Management Inc (Milwaukee)

Name: Kitzinger Lautmann Capital Management Inc
Address: 330 E Kilbourn Avenue, Milwaukee, WI, 53202
Telephone: 414-765-1234

Kitzinger Lautmann Capital Management Inc is a large advisory firm based in Milwaukee. It manages $686.14 million of regulatory assets for 370 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.

Kitzinger Lautmann Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kitzinger Lautmann Capital Management: assets under management

The assets under management (AUM) of Kitzinger Lautmann Capital Management Inc is $686.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 381% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $686.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kitzinger Lautmann Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. 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 Kitzinger Lautmann Capital Management Inc

Peter Scott Lautmann has been acting as President since 1 Apr 1993. Katherine Rose Licau joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Scott Lautmann	President	1 Apr 1993	25% - 50%	2007575
James Brian Kitzinger	Secretary	1 Apr 1993	25% - 50%	2007554
Carl Joseph Fuda	Chief compliance officer	1 May 1998	Other	4359846
Katherine Rose Licau	Partner	1 Jul 2014	Other	6465260
Mark Anthony Sailer	Partner	1 Jul 2014	Other	4540090

Based in Milwaukee

The principal office where Kitzinger Lautmann Capital Management Inc performs its advisory services is located at 330 E Kilbourn Avenue, Milwaukee, WI 53202, 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 414-765-1234 or by fax 414-765-1237. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at klcminc.com/.