The Kieckhefer Group
Firm details
- Headquarters
- Mequon, Wisconsin
- CRD number
- 331128
- Registered since
- May 16, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.26%
- Individuals4.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Kieckhefer Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is individually owned and focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its client base is described as individual and family investors. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not perform institutional pension consulting or operate as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds19%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
David Reichert
Chief Compliance OfficerCRD 5967692
Contacts
2 of 2
Robert Kieckhefer
Managing PartnerCRD 3158584
Evan Salmela
Portfolio ManagerCRD 7400402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$32.8M in ETFs
78%
$25.6M
0%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.4M | 14,083 | 31.63% |
Location
Mequon, WI
Ozaukee
Location
Mequon, WI
Headquartered in Mequon, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- 1323 W Towne Square Rd
- Time zone
- CT (UTC-6)
- Office locations
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