KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

HTTP://WWW.ONEKOM.COM APPLETON, WI Investment Advisor How do I update this listing?

Kerntke Otto Mcglone Wealth Management Group is based out of Appleton. Kerntke Otto Mcglone Wealth Management Group is a large advisory firm with 790 clients and discretionary assets under management (AUM) of $347,916,907 (Form ADV from 2019-03-21). Their last reported 13F filing for Q4 2019 included $118,384,000 in managed 13F securities and a top 10 holdings concentration of 42.33%. Kerntke Otto Mcglone Wealth Management Group's largest holding is iShares Trust S&P 1500 Index Fund (ETF) with shares held of 100,824. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

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12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 6.52%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
3601 E. EVERGREEN DRIVE SUITE 100
APPLETON WI    54913
Country: United States

Business Phone: 920-733-3865
Fax: 920-733-3882
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WI
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 790
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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