401k Investment Professionals
401k Investment Professionals is an SEC-registered ria in Waunakee, WI with $311.0M assets under management (AUM, regulatory AUM), +0% over one year. See who owns 401k Investment Professionals: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282495, SEC 801-117105, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $311.0M (2026-03-10)
- Firm type
- Ria
- Location
- Waunakee, WI
- Employees
- 4
- Clients
- 137
- CRD
- 282495
- Ownership
- MARTY, JASON, DONALD
How much AUM does 401k Investment Professionals have?
401k Investment Professionals reported $311.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns 401k Investment Professionals?
Disclosed owners and executives of 401k Investment Professionals include MARTY, JASON, DONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.