ELLENBECKER INVESTMENT GROUP, INC.
Legal name: ELLENBECKER INVESTMENT GROUP
CRD #173851 SEC #801-80600 WAUKESHA, WI 262-691-3200
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
42
Clients
251
Accounts
2,152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.7B | $1.7B | $726.3K | 42 | 35 |
| Mar 2025 | $1.7B | $1.7B | $726.3K | 42 | 35 |
| Jan 2025 | $1.5B | $1.5B | $492.9K | 39 | 35 |
| Mar 2024 | $1.5B | $1.5B | $492.9K | 39 | 35 |
| Aug 2023 | $1.3B | $1.2B | $10.1M | 34 | 30 |
| May 2023 | $1.3B | $1.2B | $10.1M | 34 | 30 |
| Mar 2023 | $1.3B | $1.2B | $10.1M | 34 | 30 |
| Mar 2022 | $1.4B | $1.4B | $20.6M | 33 | 36 |
| Oct 2021 | $1.1B | $1.1B | $19.3M | 31 | 40 |
| Sep 2021 | $1.1B | $1.1B | $19.3M | 31 | 40 |
| Feb 2021 | $1.1B | $1.1B | $19.3M | 31 | 40 |
| Jul 2020 | $948.7M | $931M | $17.7M | 28 | 68 |
| Jun 2020 | $948.7M | $931M | $17.7M | 28 | 68 |
| Jun 2020 | $948.7M | $931M | $17.7M | 28 | 68 |
| Jun 2020 | $948.7M | $931M | $17.7M | 28 | 68 |
| Mar 2020 | $948.7M | $931M | $17.7M | 28 | 68 |
| Feb 2019 | $712.2M | $698.7M | $13.4M | 28 | 69 |
| Oct 2018 | $704.1M | $688.3M | $15.8M | 23 | 85 |
| Sep 2018 | $704.1M | $688.3M | $15.8M | 23 | 85 |
| Aug 2018 | $704.1M | $688.3M | $15.8M | 23 | 85 |
| Mar 2018 | $704.1M | $688.3M | $15.8M | 23 | 85 |
| Jan 2018 | $540.7M | $540.7M | $0 | 22 | 1,200 |
| Sep 2017 | $540.7M | $540.7M | $0 | 22 | 1,200 |
| Mar 2017 | $540.7M | $540.7M | $0 | 22 | 1,200 |
| Mar 2017 | $540.7M | $540.7M | $0 | 22 | 1,200 |
| Feb 2017 | $441.1M | $441.1M | $0 | 23 | 1,200 |
| Mar 2016 | $441.1M | $441.1M | $0 | 23 | 1,200 |
| Jan 2016 | $422.3M | $422.3M | $0 | 25 | 1,000 |
| Mar 2015 | $422.3M | $422.3M | $0 | 25 | 1,000 |
| Nov 2014 | $0 | $0 | $0 | 25 | 0 |
| Nov 2014 | $0 | $0 | $0 | 25 | 0 |
DateDec 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$726.3K
Employees42
Clients35
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$726.3K
Employees42
Clients35
DateJan 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$492.9K
Employees39
Clients35
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$492.9K
Employees39
Clients35
DateAug 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$10.1M
Employees34
Clients30
DateMay 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$10.1M
Employees34
Clients30
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$10.1M
Employees34
Clients30
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$20.6M
Employees33
Clients36
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$19.3M
Employees31
Clients40
DateSep 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$19.3M
Employees31
Clients40
DateFeb 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$19.3M
Employees31
Clients40
DateJul 2020
Total AUM$948.7M
Discretionary$931M
Non-Disc.$17.7M
Employees28
Clients68
DateJun 2020
Total AUM$948.7M
Discretionary$931M
Non-Disc.$17.7M
Employees28
Clients68
DateJun 2020
Total AUM$948.7M
Discretionary$931M
Non-Disc.$17.7M
Employees28
Clients68
DateJun 2020
Total AUM$948.7M
Discretionary$931M
Non-Disc.$17.7M
Employees28
Clients68
DateMar 2020
Total AUM$948.7M
Discretionary$931M
Non-Disc.$17.7M
Employees28
Clients68
DateFeb 2019
Total AUM$712.2M
Discretionary$698.7M
Non-Disc.$13.4M
Employees28
Clients69
DateOct 2018
Total AUM$704.1M
Discretionary$688.3M
Non-Disc.$15.8M
Employees23
Clients85
DateSep 2018
Total AUM$704.1M
Discretionary$688.3M
Non-Disc.$15.8M
Employees23
Clients85
DateAug 2018
Total AUM$704.1M
Discretionary$688.3M
Non-Disc.$15.8M
Employees23
Clients85
DateMar 2018
Total AUM$704.1M
Discretionary$688.3M
Non-Disc.$15.8M
Employees23
Clients85
DateJan 2018
Total AUM$540.7M
Discretionary$540.7M
Non-Disc.$0
Employees22
Clients1,200
DateSep 2017
Total AUM$540.7M
Discretionary$540.7M
Non-Disc.$0
Employees22
Clients1,200
DateMar 2017
Total AUM$540.7M
Discretionary$540.7M
Non-Disc.$0
Employees22
Clients1,200
DateMar 2017
Total AUM$540.7M
Discretionary$540.7M
Non-Disc.$0
Employees22
Clients1,200
DateFeb 2017
Total AUM$441.1M
Discretionary$441.1M
Non-Disc.$0
Employees23
Clients1,200
DateMar 2016
Total AUM$441.1M
Discretionary$441.1M
Non-Disc.$0
Employees23
Clients1,200
DateJan 2016
Total AUM$422.3M
Discretionary$422.3M
Non-Disc.$0
Employees25
Clients1,000
DateMar 2015
Total AUM$422.3M
Discretionary$422.3M
Non-Disc.$0
Employees25
Clients1,000
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0