Investment adviser · CRD 108738
LEJEUNE PUETZ INVESTMENT COUNSEL
Investment adviser filing (IA)
LEJEUNE PUETZ INVESTMENT COUNSEL, LLC
TRAVERSE CITY, MI, United States · Form ADV filed Mar 23, 2023
- Regulatory AUM
- $342M Form ADV · Item 5.F
- Client accounts
- 82 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 71 | $283,018,268 | 82.7% |
| Corporations & businesses | Fewer than 5 | $49,585,374 | 14.5% |
| Charities | Fewer than 5 | $5,836,462 | 1.7% |
| Individuals | 8 | $3,604,638 | 1.1% |
Filing source
Form ADV 1724745 · Mar 23, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
13721 WEST BAY SHORE DRIVETRAVERSE CITY, MI, 49684, United States
CRD 108738
Filing source
Form ADV 1724745 · Mar 23, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.