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Asset ManagerRIA · CRD 282495SEC-Registered

Updated:

401K INVESTMENT PROFESSIONALS

401K INVESTMENT PROFESSIONALS is an SEC-registered investment adviser in WAUNAKEE, WI, registered since 2019. The firm manages $311 million in assets, with...

Overview

401K INVESTMENT PROFESSIONALS is an SEC-registered investment adviser in WAUNAKEE, WI, registered since 2019. The firm manages $311 million in assets, with $288 million on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Sector focus

Private CreditReal EstateInfrastructureEnergy Transition & RenewablesHedge Funds

Frequently asked questions

Who runs investment decisions at 401K INVESTMENT PROFESSIONALS?

Leadership details are not publicly disclosed. The firm does not name a management team on its website or in public filings as of available records.

Which sectors does 401K INVESTMENT PROFESSIONALS explicitly avoid?

No sector exclusions are publicly stated. The firm's disclosed asset classes suggest a broad alternative strategy.

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