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 registered investment adviser organized as a corporation and registered with the SEC since 2017. The firm is owned by an individual principal and focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM schedule with hourly charges, and the firm also operates as an insurance broker. The adviser reports being an active ESG investor and does not act as a capital allocator or multi-state pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
3 of 3Gregory Snyder
Portfolio ManagerCRD 6946285
SHEENA HANSON
Investment Advisor Representative and CCOCRD 5288483
JOHN BERKLEY
Portfolio ManagerCRD 809543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$14.1M in ETFs
41%
$5.7M
59%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $5.8M | 57,235 | 40.68% |
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
Similar firms
WEA FINANCIAL ADVISORS, INC.
RIAMADISON, WI
BUSKA WEALTH MANAGEMENT, LLC
RIAWAUSAU, WI
GOOGINS ADVISORS, INC.
RIAMiddleton, WI
AFFILIATED FINANCIAL ADVISORS INC
RIAMILWAUKEE, WI
THE MILWEALTH GROUP, LLC
RIAMILWAUKEE, WI
ENRICH FINANCIAL PARTNERS LLC
RIAMADISON, WI