← Back to searchVisit website
ELLENBECKER INVESTMENT GROUP
ELLENBECKER INVESTMENT GROUP, INC.
CRD 173851 · SEC 801-80600
N21 W23350 RIDGEVIEW PARKWAY, WAUKESHA, WI, 53188, United States
Phone
262-691-3200
Fax
262-691-3229
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.06B
Discretionary AUM
$2.06B
Team
51 total employees; 13 advisory reps; 33 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1593 | $513.6M |
| High net worth individuals | 684 | $1.54B |
| Charitable organizations | 6 | $2.7M |
States served
AZ, AR, CA, CO, GA, IL, IN, KY, LA, MI, MN, NE, NY, NC, OH, OR, SC, TN, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD