L
CRD: 113087
Lotzer & CO.,INC.
Bayside, WI
4143509631
$28.3M Total AUM
$28.3M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1995
- Office Locations
- 1
Office Locations
-- Bayside WI
About Lotzer & CO.,INC.
Lotzer & CO.,INC. is a Bayside-based RIA. The firm has been operating for 31 years. Managing $28.3M in total assets under management, with 1 advisory representatives. They custody assets with SSG. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
58 AVG AGE
$28.3M AVG AUM / ADVISOR
$314.9K AVG AUM / CLIENT
31.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Vital Vector ridge
Investment Themes
Vertex glacier Foundation
Investment Vehicles
Insight
Services
Crest Oak eagle Catalyst value Alpha Vital
Owner & Executives
KEVIN JOHN KRUEGER
DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
(904) 585-2472
ridge.oak@eaglecapital.com
in linkedin.com/in/bridge-alpha
D
DONALYN MARY LOTZER
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(223) 625-4487
frontier.pioneer@foundationcapital.com
in linkedin.com/in/harbor-legacy
O
Oak beacon
North summit
- CRD
- #52965
- Ownership
- 33.1%
(245) 507-8069
foundation.bridge@meridiancapital.com
in linkedin.com/in/peak-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,340,207 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,340,207 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,340,207
Equity - Exchange:
41.0% Other:
24.3% Cash:
34.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,004,438,563 | 41.0% |
| Other | $1,780,679,441 | 24.3% |
| Cash | $2,542,780,931 | 34.7% |
| Total | $7,327,898,935 | 100.0% |