W
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2009
- Office Locations
- 1
Office Locations
-- Champaign IL
About Willenbrock Financial Planning
Willenbrock Financial Planning is a Champaign-based RIA. The firm has been operating for 17 years. Managing $6.1M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$472.2K AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOTT WILLENBROCK
Chief Operating Officer, Owner
- CRD
- #5645970
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,138,794 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,138,794 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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