Nackers & Associates, Inc. (Brookfield)

Name: Nackers & Associates, Inc.
Address: 13160 West Burleigh Rd, Brookfield, WI, 53005
Telephone: 262-783-0607

Nackers & Associates, Inc. is a large advisory firm based in Brookfield. It manages $61 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Wisconsin.

Nackers & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nackers & Associates: assets under management

The assets under management (AUM) of Nackers & Associates, Inc. is $61 million. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $266.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nackers & Associates, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nackers & Associates, Inc.

Thomas Henry Nackers has been acting as President since 1 May 2003. Gerald Wayne Nackers joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Henry Nackers	President	1 May 2003	75% - 100%	1007537
Gerald Wayne Nackers	Vice president	1 May 2003	Other	2017730

Based in Brookfield

The principal office where Nackers & Associates, Inc. performs its advisory services is located at 13160 West Burleigh Rd, Brookfield, WI 53005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-783-0607 or by fax 262-783-0606. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.investmentdesigners.com.