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Boberski & Co (Sister Bay)


Boberski & Co is an adviser based in Sister Bay. It manages $12 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Boberski & provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boberski &: assets under management

The assets under management (AUM) of Boberski & Co is $12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Boberski & Co for their services and products based on a percentage of assets under management. 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 Sister Bay

The principal office where Boberski & Co performs its advisory services is located at 11095 Beach Rd, Sister Bay, WI 54234 9610 The mailing address of the firm is P.O. Box 259, Sister Bay, WI 54234 0259. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 920-854-6101 or by fax 920-854-6702. The normal business hours are by appointment on Monday - Friday.


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