KELLOGG ASSET MANAGEMENT, LLC
CRD #150031 SEC #801-70113 GREEN BAY, WI 800-236-5215
SEC Registered
Total AUM
$2.7B
Discretionary
$2.6B
Employees
10
Clients
--
Accounts
108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.7B | $2.6B | $6.3M | 10 | 0 |
| Sep 2024 | $2.5B | $2.5B | $6.8M | 11 | 0 |
| Aug 2024 | $2.5B | $2.5B | $6.8M | 11 | 0 |
| Apr 2024 | $2.5B | $2.5B | $6.8M | 11 | 0 |
| Mar 2024 | $2.5B | $2.5B | $6.8M | 11 | 0 |
| Mar 2023 | $2.2B | $2.2B | $6.5M | 11 | 0 |
| Dec 2022 | $2.5B | $2.5B | $6.1M | 11 | 0 |
| Mar 2022 | $2.5B | $2.5B | $6.1M | 11 | 0 |
| Jul 2021 | $2.3B | $2.3B | $6.5M | 11 | 0 |
| Mar 2021 | $2.3B | $2.3B | $6.5M | 12 | 0 |
| Oct 2020 | $2.1B | $2.1B | $6.2M | 12 | 0 |
| Jul 2020 | $2.1B | $2.1B | $6.2M | 12 | 0 |
| Mar 2020 | $2.1B | $2.1B | $6.2M | 13 | 0 |
| Oct 2019 | $1.9B | $1.9B | $0 | 14 | 0 |
| Mar 2019 | $1.9B | $1.9B | $0 | 14 | 0 |
| Sep 2018 | $2B | $2B | $0 | 14 | 0 |
| Jun 2018 | $2B | $2B | $0 | 14 | 0 |
| Apr 2018 | $2B | $2B | $0 | 14 | 0 |
| Mar 2018 | $2B | $2B | $0 | 15 | 0 |
| Dec 2017 | $1.9B | $1.9B | $0 | 15 | 0 |
| Oct 2017 | $1.9B | $1.9B | $0 | 15 | 0 |
| Sep 2017 | $1.6B | $1.6B | $0 | 14 | 1 |
| Aug 2017 | $1.6B | $1.6B | $0 | 14 | 1 |
| Mar 2017 | $1.6B | $1.6B | $0 | 12 | 1 |
| Dec 2016 | $1.5B | $1.5B | $0 | 8 | 1 |
| Jun 2016 | $1.5B | $1.5B | $0 | 8 | 1 |
| Jun 2016 | $1.5B | $1.5B | $0 | 8 | 1 |
| Mar 2016 | $1.5B | $1.5B | $0 | 8 | 1 |
| Mar 2015 | $1.6B | $1.6B | $0 | 8 | 1 |
| Jul 2014 | $1.4B | $1.4B | $0 | 8 | 1 |
| Jul 2014 | $1.4B | $1.4B | $0 | 8 | 1 |
| Mar 2014 | $1.4B | $1.4B | $0 | 8 | 1 |
| Jan 2014 | $1.4B | $1.4B | $0 | 12 | 1 |
| Sep 2013 | $889.4M | $889.4M | $0 | 12 | 1 |
| Jun 2013 | $898.6M | $898.6M | $0 | 10 | 1 |
| Jun 2013 | $898.6M | $898.6M | $0 | 10 | 1 |
| Mar 2013 | $1.1B | $1.1B | $0 | 13 | 1 |
| Oct 2012 | $1.1B | $1.1B | $0 | 11 | 1 |
| Oct 2012 | $1.1B | $1.1B | $0 | 11 | 1 |
| Apr 2012 | $1.1B | $1.1B | $0 | 11 | 1 |
| Mar 2012 | $1.1B | $1.1B | $0 | 11 | 1 |
| Mar 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Apr 2009 | $1.4B | $1.4B | $0 | 5 | -- |
DateMar 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$6.3M
Employees10
Clients0
DateSep 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$6.8M
Employees11
Clients0
DateAug 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$6.8M
Employees11
Clients0
DateApr 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$6.8M
Employees11
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$6.8M
Employees11
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$6.5M
Employees11
Clients0
DateDec 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$6.1M
Employees11
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$6.1M
Employees11
Clients0
DateJul 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$6.5M
Employees11
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$6.5M
Employees12
Clients0
DateOct 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$6.2M
Employees12
Clients0
DateJul 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$6.2M
Employees12
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$6.2M
Employees13
Clients0
DateOct 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients0
DateJun 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients0
DateApr 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees15
Clients0
DateDec 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients0
DateOct 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients0
DateSep 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees14
Clients1
DateAug 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees14
Clients1
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees12
Clients1
DateDec 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients1
DateJun 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients1
DateJun 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients1
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients1
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients1
DateJul 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients1
DateJul 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients1
DateMar 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients1
DateJan 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients1
DateSep 2013
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees12
Clients1
DateJun 2013
Total AUM$898.6M
Discretionary$898.6M
Non-Disc.$0
Employees10
Clients1
DateJun 2013
Total AUM$898.6M
Discretionary$898.6M
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients1
DateOct 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients1
DateOct 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients1
DateApr 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients--