KELLOGG ASSET MANAGEMENT, LLC

CRD 150031 · SEC 801-70113

200 NORTH ADAMS STREET, GREEN BAY, WI, 54301, United States

Phone

800-236-5215

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.86B

Discretionary AUM

$2.85B

Team

9 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)SELECTION OF THIRD-PARTY MUTUAL FUNDS TO BUILD DIVERSIFIED MODEL PORTFOLIOS.

Client types

Type	Clients	AUM
Pooled investment vehicles	1	$1.12B

States served

IL, MN, WI

Official SEC filing: View on IAPD