Uncommon Cents Investing
Firm details
- Headquarters
- Janesville, Wisconsin
- CRD number
- 290105
- Registered since
- October 20, 2017
- Website
- uncommoncentsinvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI58.94%
- Individuals40.01%
- Pension & Profit Sharing Plans1.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Uncommon Cents Investing is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm is SEC-registered (first registered in 2017) and combines fee-based portfolio management with financial planning. Its client-fee model includes a percentage-of-AUM component alongside hourly charges, and the firm also operates as an insurance broker. Uncommon Cents reports being an active ESG investor and provides portfolio management for individuals and small businesses.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents5%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$18.4M in ETFs
53%
$9.8M
47%
$8.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $5.9M | 58,865 | 32.20% |
Location
Janesville, WI
Rock
Location
Janesville, WI
Headquartered in Janesville, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Rock
- Address
- 1215 Suffolk Dr
- Time zone
- CT (UTC-6)
- Office locations
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