LeJeune Puetz Investment Counsel is an investment advisor in Traverse City with $392.33 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383396317
SEC advisor number
801-54913
FINRA CRD number
108738
AUM ?
$342.04 mm
(as of 23 Mar 23)
Accounts
82
(as of 23 Mar 23)
Employees
1
(1 investment advisory or research)
Address
LeJeune Puetz Investment Counsel
13721 W. BAY SHORE DRIVE
TRAVERSE CITY
MI 49684
13721 W. BAY SHORE DRIVE
TRAVERSE CITY
MI 49684
Phone
231-922-0525
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
27 Jul 21
13F-HR
Quarterly holdings report by institutional manager
26 Apr 21
13F-HR
Quarterly holdings report by institutional manager
28 Jan 21