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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- Prime delta
- Established Date
- 06-21-1984
- Office Locations
- 1
Office Locations
About H. C. Denison Co.
H.C. Denison Co. is a Sheboygan, WI-based investment advisory and planning firm serving retail investors and families. The practice combines comprehensive financial planning—estate and tax planning, retirement plans, insurance and risk management—with portfolio construction using mutual funds and ETFs and an asset-allocation approach (including SRI where appropriate). Custodies assets with Hilltop Securities and emphasizes CFP® standards and best-interest advice.
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Owner & Executives
JAMES ANTHONY TESTWUIDE
Chief Compliance Officer, Chief Executive Officer, President, TREASURER
- CRD
- #1248919
- Ownership
- 75% or more
ROBERT JOSEPH KUEHL
Vice President
- CRD
- #2221683
- Ownership
- Less than 5%
Harbor crest
Ember harbor signal
- CRD
- #79368
- Ownership
- 11.7%
Showing 2 of 4 owners & executives
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Joy Marie Heinen
--
- CRD
- #5137659
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,044,598 | $348,757 |
| Non-Discretionary | $0 | -- |
| Total | $310,044,598 | $348,757 |
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Separately Managed Accounts
Total SMA Asset: $310,044,598
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,367,949,957 | 25.8% |
| Equity - Exchange | $408,264,135 | 7.7% |
| Municipal Bonds | $1,367,949,957 | 25.8% |
| Cash | $657,464,321 | 12.4% |
| Corporate - Investment Grade | $1,500,503,247 | 28.3% |
| Total | $5,302,131,617 | 100.0% |