CRD: 282495
401k Investment Professionals
$311.0M Total AUM
$288.0M Disc. AUM
17.2% 3Y CAGR
4 Employees
137 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · T. Rowe Price · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-26-2016
- Office Locations
- 2
Office Locations
114 E. Main St. Suite 213 Waunakee WI
6430 Bridge Rd. Madison WI
About 401k Investment Professionals
401K Investment Professionals is an independent RIA focused on 401(k) plans for small and mid-sized businesses. The firm emphasizes keeping participant fees low and offering a curated lineup of highly rated funds (using Morningstar ratings), backed by a one-on-one education process for every participant and fiduciary support as a pure fiduciary on plans.
Team overview
-- AVG AGE
$77.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
9.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JASON DONALD MARTY
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6277199
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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BRADFORD JOHN JAKEL
--
- CRD
- #2320988
Available
Available
Available
L
LARRY ROBERT JANSEN
Partner
- CRD
- #4280009
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,000,000 | $2,117,647 |
| Non-Discretionary | $23,000,000 | $23,000,000 |
| Total | $311,000,000 | $2,270,073 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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