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Netols Asset Management Inc (Mequon)


Netols Asset Management Inc is a large advisory firm based in Mequon. It manages $677.41 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Texas and Wisconsin.

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

Netols Asset Management: assets under management

The assets under management (AUM) of Netols Asset Management Inc is $677.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3052% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $677.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.82 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Netols Asset Management Inc 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 Mequon

The principal office where Netols Asset Management Inc performs its advisory services is located at 1045 W. Glen Oaks Lane, 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 262-240-2930 or by fax 262-240-2931. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at netolsmgt.com.


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