Isectors, LLC is a related adviser based in Appleton. It manages $15.34 million of regulatory assets for 96 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Colorado, Indiana, Nebraska, and Wisconsin.
Isectors provides portfolio management for individuals and small businesses and market asset allocation models licensed to trading platforms & provide fiduciary model management for retirement plans. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Isectors, LLC is $15.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 449% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Isectors, LLC for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Isectors is pension and profit sharing plans with 38 clients and $7.88 million of assets under management. Among the 1 most similar advisory firms, Isectors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $15.34 million for 96 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Isectors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Isectors, LLC performs its advisory services is located at W6240 Communication Court, Appleton, WI 54914 8549, which is also the mailing address of the firm. An additional office of the firm is in Lake Forest, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 920-731-4455 or by fax 920-731-9679. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at isectors.com.