Christiansen Investments Inc (Mequon)

Christiansen Investments Inc is an investment adviser to a business development company based in Mequon. It manages $7.4 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia, Illinois, Michigan, and Wisconsin.

Christiansen Investments provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Christiansen Investments: assets under management

The assets under management (AUM) of Christiansen Investments Inc is $7.4 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 $4.21 million in discretionary accounts and $3.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $51.53 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Christiansen Investments Inc for their services and products based on a percentage of assets under management and commissions. 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 Christiansen Investments Inc

Christiansen Investments Inc is owned by Cynthia Rose Marshall. James Francis Marshall has been acting as President since 1 Mar 1995. Jonathan James Marshall joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Francis Marshall	President/treasurer	1 Mar 1995	50% - 75%	1214383
Dennis Allen Christiansen	Vice president/secretary	1 Mar 1995	50% - 75%	4370376
Jonathan James Marshall	Executive vice president	1 Aug 2008	Other	4736441
Manuel Rosado	Senior account executive	1 Aug 2008	Other	2612199
Cheryl Ann Luedtke Stoehr	Vice president relationship management	1 Aug 2008	Other	4525675
Cynthia Rose Marshall	Owner	1 Aug 2008	Other	3276868

Based in Mequon

The principal office where Christiansen Investments Inc performs its advisory services is located at West Bay Commerce Center, Mequon, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.