Uncommon Cents Investing
Firm details
- Headquarters
- Janesville, Wisconsin
- CRD number
- 290105
- Registered since
- October 20, 2017
- Website
- uncommoncentsinvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI58.94%
- Individuals40.01%
- Pension & Profit Sharing Plans1.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Uncommon Cents Investing is an independent registered investment adviser formed in 2017 and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which aligns with its use of annuities in client solutions. Billing is a mix of a percentage of assets under management and hourly fees. The firm identifies as an active ESG investor and is not structured as a capital allocator or a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities82%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents5%
- US Government Bonds4%
Contacts
3 of 3
Sheena Hanson
Investment Advisor Representative and CCOCRD 5288483
Gregory Snyder
Portfolio ManagerCRD 6946285
John Berkley
Portfolio ManagerCRD 809543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$34.4M in ETFs
51%
$17.5M
49%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $5.8M | 57,585 | 16.88% |
Location
Janesville, WI
Rock
Location
Janesville, WI
Headquartered in Janesville, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Rock
- Address
- 1215 Suffolk Dr
- Time zone
- CT (UTC-6)
- Office locations
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