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Christiansen Asset Management, Inc. (Mequon)


Christiansen Asset Management, Inc. is an internet adviser based in Mequon. It manages $13.97 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2001.

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Christiansen Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Christiansen Asset Management: assets under management

The assets under management (AUM) of Christiansen Asset Management, Inc. is $13.97 million. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.81 million in discretionary accounts and $8.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $105.87 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Christiansen Asset Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mequon

The principal office where Christiansen Asset Management, Inc. performs its advisory services is located at 2821 W. Hidden Lake Road, Mequon, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-240-0645 or by fax 262-240-0646. The normal business hours are 8:00 am - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at christiansenassetmanagement.com.


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