Christiansen Investments Inc is an investment adviser to a business development company based in Mequon. It manages $7.4 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia, Illinois, Michigan, and Wisconsin.
Christiansen Investments provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Christiansen Investments Inc is $7.4 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 advisory firm has several streams of revenue. Clients pay Christiansen Investments Inc for their services and products based on a percentage of assets under management and commissions. 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.
Christiansen Investments Inc is owned by Cynthia Rose Marshall. James Francis Marshall has been acting as President since 1 Mar 1995. Jonathan James Marshall joined the executive team most recently as the Executive Vice President.
The principal office where Christiansen Investments Inc performs its advisory services is located at West Bay Commerce Center, 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 262-238-4010 or by fax 262-512-2704. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.