H
$19.0M Total AUM
$19.0M Disc. AUM
-- 3Y CAGR
2 Employees
51 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-1992
- Office Locations
- 2
Office Locations
N58 W39834 Wisconsin AV Oconomowoc WI
S33 W35676 Meadow Trail Dousman WI
About Hohensee Financial Services, Inc.
Hohensee Financial Services, Inc. is a Dousman-based RIA with 2 offices. The firm has been operating for 33 years. Managing $19.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$19.0M AVG AUM / ADVISOR
$371.9K AVG AUM / CLIENT
25.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
F
FREDERICK EARL HOHENSEE
Bookkeeper, President
- CRD
- #1431948
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOHN MICHAEL GERING
--
- CRD
- #2707669
Available
Available
Available
R
RYAN MATTHEW STELZER
--
- CRD
- #5058405
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,964,404 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,964,404 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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