The Kieckhefer Group LLC
● SEC registered since 2024CRD 331128SEC# 801-130293Mequon, WI
Reg. AUM
$240.8M
Employees
3
Accounts
148
Location
Mequon, WI
The Kieckhefer Group LLC assets under management
The Kieckhefer Group LLC is an SEC-registered investment adviser based in Mequon, WI. The firm has been registered since 2024. It reports $240.8 million in regulatory assets under management and employs 3 people.
The Kieckhefer Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Reichert | Chief Compliance Officer | Under 5% | 2024 |
| Evan Salmela | Investment Adviser Representative | 50-75% | 2021 |
| Robert Allison Kieckhefer Control | Managing Member | 50-75% | 2013 |
Frequently asked questions
How much does The Kieckhefer Group LLC manage?
The Kieckhefer Group LLC reports $240.8 million in regulatory assets under management on its Form ADV.
How many employees does The Kieckhefer Group LLC have?
The Kieckhefer Group LLC reports 3 employees.
Where is The Kieckhefer Group LLC located?
The Kieckhefer Group LLC is based in Mequon, WI and has been SEC-registered since 2024.
Does The Kieckhefer Group LLC disclose fund performance?
The Kieckhefer Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1323 W. Towne Square Road, Mequon, WI 53092-5047 |
| Phone | 4147043826 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2051613 |
| Discloses disciplinary history | No |
Regulatory AUM
$240.8M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$240.8Mregulatory AUM
Discretionary $240.8M