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WACKER & ASSOCIATES, INC.

UUID70eea63a-79fb-56ac-a814-4d2a21db58f1
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 159879 159879 1.0
sec_file_number 801-132015 801-132015

Profile

Website
HQ CityJACKSON
HQ StateMN
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)141,707,357.0
  • RAUM (discretionary)59,275,846.0
  • Actionable assets107,255,737.0
  • Accounts303.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM62,761,596.0
  • Charitable AUM5,961,541.0
  • HNW AUM38,532,600.0

As of 2025-02-05 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.