Haker Zellmer Investment Management Inc (Milwaukee)

Haker Zellmer Investment Management Inc is a large advisory firm based in Milwaukee. It manages $258.3 million of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2001.

Haker Zellmer Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Haker Zellmer Investment Management: assets under management

The assets under management (AUM) of Haker Zellmer Investment Management Inc is $258.3 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $253.6 million in discretionary accounts and $4.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $775.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.35 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haker Zellmer Investment Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Haker Zellmer Investment Management Inc

William Andrew Haker has been acting as President since 1 Apr 2000. Johan Carl Ragnar Segerdahl joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Robert Zellmer	President	1 Apr 1959	25% - 50%	4342927
Iron Block Holdings Llc	Shareholder	1 Mar 2000	50% - 75%	39-1965399
William Andrew Haker	Chairman	1 Apr 2000	Other	4342925

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Johan Carl Ragnar Segerdahl	Shareholder	1 Apr 2000	75% - 100%	1031635

Based in Milwaukee

The principal office where Haker Zellmer Investment Management Inc performs its advisory services is located at 250 East Wisconsin Ave, Milwaukee, WI 53202, 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 414-278-0590 or by fax 414-278-1294. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.