Sarkauskas & Associates Inc (Rhinelander)

Sarkauskas & Associates Inc is an adviser based in Rhinelander. It manages $21.27 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Minnesota and Wisconsin.

Sarkauskas & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sarkauskas & Associates: assets under management

The assets under management (AUM) of Sarkauskas & Associates Inc is $21.27 million. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.76 million in discretionary accounts and $503.29 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $125.82 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sarkauskas & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and commissions. 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 Sarkauskas & Associates Inc

James Michael Sarkauskas has been acting as President since 1 Dec 1993. Stanley E Sarkauskas joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joan Rose Marx Ebben	Vice president	1 Dec 1993	Other	1263659
Janice Eileen Sarkauskas	Treasurer/secretary	1 Dec 1993	75% - 100%	4338757
James Michael Sarkauskas	President	1 Dec 1993	75% - 100%	411025
Bradley John Sarkauskas	Vice president	1 Dec 1993	Other	2746721
Stanley E Sarkauskas	Vice-president	1 Jan 2007	25% - 50%	5313393
Rebecca A Hubbard	Treasurer	1 Jan 2007	Other	5313399

Based in Rhinelander

The principal office where Sarkauskas & Associates Inc performs its advisory services is located at 14 East Davenport Street, Rhinelander, WI 54501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.