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NETOLS ASSET MANAGEMENT INC
NETOLS ASSET MANAGEMENT INC
MEQUON, Wisconsin
·
2 registered advisors
·
CRD# 113328
SEC# 801-63133
262-240-2930
01
Firm Overview
AUM
$677M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at NETOLS ASSET MANAGEMENT INC
2 registered advisors
Amy Joan Thorison
MEQUON, Wisconsin
CRD# 2468750
Jeffrey William Netols
MEQUON, Wisconsin
CRD# 4412009
05
Office Locations
MEQUON, Wisconsin
2 advisors
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Data sourced from SEC Form ADV filings. NETOLS ASSET MANAGEMENT INC (CRD# 113328) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.