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Janco Investment Counsel, LLC (Milwaukee)


Janco Investment Counsel, LLC is an adviser based in Milwaukee. It manages $21.73 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2009.

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Janco Investment Counsel provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Janco Investment Counsel: assets under management

The assets under management (AUM) of Janco Investment Counsel, LLC is $21.73 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.72 million in discretionary accounts and $16.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $715.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $485 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Janco Investment Counsel, LLC for their services and products based on a percentage of assets under management and hourly charges. 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 Milwaukee

The principal office where Janco Investment Counsel, LLC performs its advisory services is located at 735 N Water Street, Milwaukee, WI 53202, 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 414 273 8373 or by fax 414 273 8370. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.jancoinvestmentcounsel.com.


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