Asset Management for Professionals Inc
CRD 108712SEC# 801-56387Whitefish Bay, WI
No longer SEC-registered. Asset Management for Professionals Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$220.4M
Employees
3
Accounts
413
Location
Whitefish Bay, WI
Asset Management for Professionals Inc assets under management
Asset Management for Professionals Inc is an SEC-registered investment adviser based in Whitefish Bay, WI. It reports $220.4 million in regulatory assets under management and employs 3 people.
Asset Management for Professionals Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Todd Mahalick Control | President | Under 5% | 2006 |
| Jerome Arthur Mahalick Control | Chief Executive Officer And Chief Financial Officer | Over 75% | 1994 |
| Kelly Melissa Christopher | Cco | Under 5% | 2024 |
Frequently asked questions
How much does Asset Management for Professionals Inc manage?
Asset Management for Professionals Inc reports $220.4 million in regulatory assets under management on its Form ADV.
How many employees does Asset Management for Professionals Inc have?
Asset Management for Professionals Inc reports 3 employees.
Where is Asset Management for Professionals Inc located?
Asset Management for Professionals Inc is based in Whitefish Bay, WI.
Does Asset Management for Professionals Inc disclose fund performance?
Asset Management for Professionals Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$220.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$220.4Mregulatory AUM
Discretionary $219.1MNon-discretionary $1.3M