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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2008
- Office Locations
- 1
Office Locations
About Janco Wealth Management
Janco Wealth Management is a Milwaukee-based boutique RIA serving individuals and families with goals-based financial planning and portfolio construction to reduce investing complexity and build confidence about retirement and lifestyle needs. The firm emphasizes diversified asset allocation implemented primarily with ETFs (core SMA exposure) alongside cash management, and can incorporate estate and insurance planning. Advisor has worked with clients since 1985.
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Owner & Executives
JANET ELIZABETH (CONROY) KRATZ MRS
Chief Compliance Officer, President
- CRD
- #861579
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,211,668 | -- |
| Non-Discretionary | $34,299,107 | -- |
| Total | $42,510,775 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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