Sarkauskas & Associates Inc (Rhinelander)


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.

Sarkauskas & Associates: assets under management

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 firm manages $20.76 million in discretionary accounts and $503.29 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $125.82 thousand.

Fees & Commissions

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. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sarkauskas & Associates Inc

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.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Joan Rose Marx Ebben Vice president 1 Dec 1993 Other 1263659
Janice Eileen Sarkauskas Treasurer/secretary 1 Dec 1993 75% - 100% 4338757
James Michael Sarkauskas President 1 Dec 1993 75% - 100% 411025
Bradley John Sarkauskas Vice president 1 Dec 1993 Other 2746721
Stanley E Sarkauskas Vice-president 1 Jan 2007 25% - 50% 5313393
Rebecca A Hubbard Treasurer 1 Jan 2007 Other 5313399

Based in Rhinelander

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.