INVESTMENT PROFESSIONALS, LLC
Doing business as 401K INVESTMENT PROFESSIONALS. SEC Form ADV profile.
Total regulatory AUM
$311,000,000
Discretionary
$288,000,000
Non-discretionary
$23,000,000
Firm details
- CRD number
- 282495
- SEC file number
- 801-117105
- Main office
- WAUNAKEE, WI, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.