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 a limited liability company that registered with the SEC in 2024 and is owned by an individual. The firm provides fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. Its client focus is private individuals and families rather than institutional mandates. The firm is not positioned as an ESG-focused investor and does not operate as a multistate advisory network or a capital allocator.
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 1DAVID REICHERT
Chief Compliance OfficerCRD 5967692
Contacts
2 of 2ROBERT 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
$26.3M in ETFs
76%
$20.1M
1%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $8.1M | 13,983 | 30.65% |
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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