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.
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 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. 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.
Kermit Ellefson has been acting as President since 1 Jan 1999. Thomas Vonck joined the executive team most recently as the Manager.
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.
You can reach the main office by calling the phone number 920-996-1316 or by fax 920-996-1304. The normal business hours are 8:00a.m.-5:00 p.m. on Monday - Friday.