Ellenbecker Investment Group, Inc.
● SEC registered since 2014CRD 173851SEC# 801-80600Waukesha, WI
Reg. AUM
$2.06B
Employees
51
Accounts
2,287
Location
Waukesha, WI
Ellenbecker Investment Group, Inc. assets under management
Ellenbecker Investment Group, Inc. is a registered investment adviser overseen by the SEC based in Waukesha, WI. The firm has been registered since 2014. It reports $2.1 billion in regulatory assets under management and employs 51 people.
Ellenbecker Investment Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Ann Ellenbecker-Lipsky Control | President And Chief Executive Officer | 25-50% | 2014 |
| Karen Jean Ellenbecker Control | Founder, Secretary And Treasurer | Over 75% | 2014 |
| Michele Lee Pawlak Control | Chief Compliance Officer & Director Of Business Services | Under 5% | 2023 |
Frequently asked questions
How much does Ellenbecker Investment Group, Inc. manage?
Ellenbecker Investment Group, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Ellenbecker Investment Group, Inc. have?
Ellenbecker Investment Group, Inc. reports 51 employees.
Where is Ellenbecker Investment Group, Inc. located?
Ellenbecker Investment Group, Inc. is based in Waukesha, WI and has been SEC-registered since 2014.
Does Ellenbecker Investment Group, Inc. disclose fund performance?
Ellenbecker Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 |
| Phone | 262-691-3200 |
| Fax | 262-691-3229 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1731497 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.06B▲ 38%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$2.06Bregulatory AUM
Discretionary $2.06BNon-discretionary $2M