INVESTMENT PROFESSIONALS, LLC
Legal name: 401K INVESTMENT PROFESSIONALS
CRD #282495 SEC #801-117105 WAUNAKEE, WI (608) 334-9367
SEC Registered
Total AUM
$311M
Discretionary
$281M
Employees
4
Clients
--
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $311M | $281M | $30M | 4 | 0 |
| Dec 2024 | $215M | $192M | $23M | 4 | 0 |
| Jan 2024 | $215M | $192M | $23M | 4 | 0 |
| Mar 2023 | $193M | $191M | $2M | 4 | 0 |
| Feb 2023 | $193M | $191M | $2M | 4 | 0 |
| Jan 2022 | $227M | $207M | $20M | 4 | 0 |
| Mar 2021 | $200.5M | $200.5M | $0 | 4 | 0 |
| Mar 2021 | $200.5M | $200.5M | $0 | 4 | 0 |
| Jun 2020 | $146M | $136M | $10M | 4 | 0 |
| Mar 2020 | $146M | $136M | $10M | 4 | 0 |
| Aug 2019 | $116M | $56M | $60M | 4 | 0 |
| Jul 2019 | $116M | $56M | $60M | 4 | 0 |
DateFeb 2025
Total AUM$311M
Discretionary$281M
Non-Disc.$30M
Employees4
Clients0
DateDec 2024
Total AUM$215M
Discretionary$192M
Non-Disc.$23M
Employees4
Clients0
DateJan 2024
Total AUM$215M
Discretionary$192M
Non-Disc.$23M
Employees4
Clients0
DateMar 2023
Total AUM$193M
Discretionary$191M
Non-Disc.$2M
Employees4
Clients0
DateFeb 2023
Total AUM$193M
Discretionary$191M
Non-Disc.$2M
Employees4
Clients0
DateJan 2022
Total AUM$227M
Discretionary$207M
Non-Disc.$20M
Employees4
Clients0
DateMar 2021
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$146M
Discretionary$136M
Non-Disc.$10M
Employees4
Clients0
DateMar 2020
Total AUM$146M
Discretionary$136M
Non-Disc.$10M
Employees4
Clients0
DateAug 2019
Total AUM$116M
Discretionary$56M
Non-Disc.$60M
Employees4
Clients0
DateJul 2019
Total AUM$116M
Discretionary$56M
Non-Disc.$60M
Employees4
Clients0