$59.5M Total AUM
$59.5M Disc. AUM
-- 3Y CAGR
1 Employees
96 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-22-2016
- Office Locations
- 1
Office Locations
-- Omaha NE
About Schenkelberg Investments, LLC
Schenkelberg Investments, LLC is an Omaha-based, retail-focused RIA providing financial planning and tailored investment solutions. The firm emphasizes client goal-oriented portfolio construction across growth/balanced, income, and tax-efficiency objectives. Owner-led by Jennifer J. Schenkelberg, the practice operates with Wells Fargo as its primary custodian.
Team overview
49 AVG AGE
$59.5M AVG AUM / ADVISOR
$620.2K AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JENNIFER J SCHENKELBERG
Chief Compliance Officer, Investment Manager, Managing Member, Owner
- CRD
- #2767910
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,535,637 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,535,637 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing