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Kratz Janet Conroy (Mequon)


Kratz Janet Conroy is a large advisory firm based in Mequon. It manages $26.98 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.




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

Kratz Janet Conroy: assets under management

The assets under management (AUM) of Kratz Janet Conroy is $26.98 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.94 million in discretionary accounts and $21.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $990.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $725.57 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kratz Janet Conroy for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mequon

The principal office where Kratz Janet Conroy performs its advisory services is located at 1200 West Sierra Lane, Mequon, WI 53092, 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 262-241-1343 or by fax 262-241-5311. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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