Christiansen Asset Management LLC

Overview

Christiansen Asset Management LLC operates as a small, client-focused advisory firm that concentrates on equity-centered portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and pairs discretionary portfolio management with insurance brokerage services, which suggests they combine investment management with risk-transfer solutions for clients. Investment activity shows a marked preference for liquid, exchange-traded equities, indicating a bias toward publicly listed stocks and ETFs rather than private or illiquid holdings. The adviser does not identify as an active ESG investor and is not a multi-state adviser. Christiansen Asset Management runs a boutique practice model: relatively few clients and accounts, with hands-on, discretionary management representing the bulk of assets under supervision. The combination of advisory and insurance services points to a holistic approach to individual and family financial needs, emphasizing portfolio construction and protection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices