ASC WEALTH & RETIREMENT ADVISORS LLC

ASC 401(K) MANAGEMENT
APPLETON, Wisconsin·2 registered advisors·CRD# 220516
SEC# 801-962170920-888-1272
01

Firm Overview

AUM
$46M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment Management
04

Advisors at ASC WEALTH & RETIREMENT ADVISORS LLC

2 registered advisors
James Robert Allan
APPLETON, Wisconsin
Nathan Daniel Schleicher
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. ASC WEALTH & RETIREMENT ADVISORS LLC (CRD# 220516) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.