SCHENCK INVESTMENT SOLUTIONS LLC
CRD #112997 SEC #801-61043 APPLETON, WI 920-996-1316
SEC Registered
Total AUM
$875.4M
Discretionary
$447.2M
Employees
9
Clients
101
Accounts
1,278
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2018 | $875.4M | $447.2M | $428.3M | 9 | 0 |
| Aug 2018 | $842.4M | $439M | $403.3M | 8 | 0 |
| Mar 2018 | $823.6M | $390.8M | $432.7M | 9 | 0 |
| Dec 2017 | $775M | $388.2M | $386.9M | 7 | 0 |
| Dec 2016 | $669.6M | $338.7M | $330.9M | 6 | 500 |
| Nov 2015 | $593.3M | $282.3M | $311M | 6 | 500 |
| Jun 2015 | $625.2M | $303.7M | $321.5M | 5 | 500 |
| Feb 2015 | $578.7M | $275.1M | $303.5M | 4 | 400 |
| Feb 2015 | $578.7M | $275.1M | $303.5M | 4 | 400 |
| Dec 2014 | $557.5M | $266.1M | $291.4M | 5 | 400 |
| Jul 2014 | $559M | $267.1M | $291.9M | 5 | 400 |
| Jun 2014 | $481M | $220.1M | $260.9M | 4 | 300 |
| Dec 2013 | $481M | $220.1M | $260.9M | 4 | 300 |
| Nov 2012 | $397.7M | $189.8M | $207.9M | 4 | 300 |
| Mar 2012 | $371.4M | $171.4M | $199.9M | 1 | 300 |
| Dec 2011 | $316.1M | $150.3M | $165.9M | 1 | 300 |
| Dec 2010 | $270.1M | $133.1M | $137M | 5 | -- |
| Oct 2009 | $194.7M | $89.5M | $105.2M | 5 | -- |
| Nov 2007 | $186M | $89.9M | $96.2M | 5 | -- |
| Jun 2007 | $186.6M | $98.9M | $87.8M | 5 | -- |
| Dec 2006 | $164.2M | $87.1M | $77.1M | 5 | -- |
| Dec 2005 | $139.2M | $74.1M | $65.1M | 5 | -- |
| Mar 2002 | $53.5M | $53.5M | $0 | 5 | -- |
DateDec 2018
Total AUM$875.4M
Discretionary$447.2M
Non-Disc.$428.3M
Employees9
Clients0
DateAug 2018
Total AUM$842.4M
Discretionary$439M
Non-Disc.$403.3M
Employees8
Clients0
DateMar 2018
Total AUM$823.6M
Discretionary$390.8M
Non-Disc.$432.7M
Employees9
Clients0
DateDec 2017
Total AUM$775M
Discretionary$388.2M
Non-Disc.$386.9M
Employees7
Clients0
DateDec 2016
Total AUM$669.6M
Discretionary$338.7M
Non-Disc.$330.9M
Employees6
Clients500
DateNov 2015
Total AUM$593.3M
Discretionary$282.3M
Non-Disc.$311M
Employees6
Clients500
DateJun 2015
Total AUM$625.2M
Discretionary$303.7M
Non-Disc.$321.5M
Employees5
Clients500
DateFeb 2015
Total AUM$578.7M
Discretionary$275.1M
Non-Disc.$303.5M
Employees4
Clients400
DateFeb 2015
Total AUM$578.7M
Discretionary$275.1M
Non-Disc.$303.5M
Employees4
Clients400
DateDec 2014
Total AUM$557.5M
Discretionary$266.1M
Non-Disc.$291.4M
Employees5
Clients400
DateJul 2014
Total AUM$559M
Discretionary$267.1M
Non-Disc.$291.9M
Employees5
Clients400
DateJun 2014
Total AUM$481M
Discretionary$220.1M
Non-Disc.$260.9M
Employees4
Clients300
DateDec 2013
Total AUM$481M
Discretionary$220.1M
Non-Disc.$260.9M
Employees4
Clients300
DateNov 2012
Total AUM$397.7M
Discretionary$189.8M
Non-Disc.$207.9M
Employees4
Clients300
DateMar 2012
Total AUM$371.4M
Discretionary$171.4M
Non-Disc.$199.9M
Employees1
Clients300
DateDec 2011
Total AUM$316.1M
Discretionary$150.3M
Non-Disc.$165.9M
Employees1
Clients300
DateDec 2010
Total AUM$270.1M
Discretionary$133.1M
Non-Disc.$137M
Employees5
Clients--
DateOct 2009
Total AUM$194.7M
Discretionary$89.5M
Non-Disc.$105.2M
Employees5
Clients--
DateNov 2007
Total AUM$186M
Discretionary$89.9M
Non-Disc.$96.2M
Employees5
Clients--
DateJun 2007
Total AUM$186.6M
Discretionary$98.9M
Non-Disc.$87.8M
Employees5
Clients--
DateDec 2006
Total AUM$164.2M
Discretionary$87.1M
Non-Disc.$77.1M
Employees5
Clients--
DateDec 2005
Total AUM$139.2M
Discretionary$74.1M
Non-Disc.$65.1M
Employees5
Clients--
DateMar 2002
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees5
Clients--