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NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179 · SEC 801-124791
4893 LARSON BEACH RD, MCFARLAND, WI, 53558, United States
Phone
608-838-3330
Fax
608-838-3336
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.5M
Discretionary AUM
$173.5M
Team
5 total employees; 3 advisory reps; 20 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $80.5M |
| High net worth individuals | 35 | $92.7M |
| Charitable organizations | 3 | $355K |
States served
WI, TX
All web addresses on file
Official SEC filing: View on IAPD