LEJEUNE PUETZ INVESTMENT COUNSEL
LEJEUNE PUETZ INVESTMENT COUNSEL, LLC Legal Name
Adviser information for LEJEUNE PUETZ INVESTMENT COUNSEL last updated from Form ADV on March 23rd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 82 | $342.0M |
| Non-Discretionary | 0 | $0 |
| Total | 82 | $342.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 8 | $3.6M |
| HNW Individuals | 71 | $283.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $5.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $49.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
13721 WEST BAY SHORE DRIVETRAVERSE CITY
MI
United States
Monday - Friday, 8:00 A.M. - 4:30 P.M.
Tel: 231-922-0525, Fax: 231-922-0787
Websites
Chief Compliance Officer
JOHN PUETZ
MEMBER/PARTNER
13721 WEST BAY SHORE DRIVE
TRAVERSE CITY
MI
United States
Tel:
231-922-0525
Fax:
231-922-0787
J***@***************M
(Full email address available in API data)
Regulatory Contact
TINA C PARTLO
ASSISTANT
13721 WEST BAY SHORE DRIVE
TRAVERSE CITY
MI
United States
Tel:
2319220525
Fax:
2319220787
T***@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PUETZ, JOHN, CHARLES | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 07/1997 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed May 3rd, 2023 for period ending March 31st, 2023
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APPLE INC | Equity | 13M | 79K | – |
| MICROSOFT CORP | Equity | 10M | 34K | – |
| ISHARES FLOATING RATE BOND ETF | Equity | 10M | 192K | – |
| ALPHABET INC. CLASS C | Equity | 7M | 66K | – |
| VANGUARD SHORT TERM CORP BOND ETF | Equity | 7M | 87K | – |
| VANGUARD VALUE ETF | Equity | 6M | 42K | – |
| SPDR S&P 500 ETF | Equity | 6M | 14K | – |
| JPMORGAN CHASE & CO | Equity | 6M | 43K | – |
| JOHNSON & JOHNSON | Equity | 5M | 34K | – |
| SCHWAB INTERNATIONAL EQUITY ETF | Equity | 5M | 145K | – |
| CISCO SYSTEMS INC | Equity | 5M | 88K | – |
| PROCTER & GAMBLE | Equity | 4M | 30K | – |
| SCHWAB EMERGING MARKETS EQUITY ETF | Equity | 4M | 166K | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF | Equity | 4M | 89K | – |
| CATERPILLAR INC | Equity | 4M | 17K | – |
| CVS HEALTH CORP | Equity | 4M | 52K | – |
| AMGEN INCORPORATED | Equity | 4M | 15K | – |
| HOME DEPOT INC | Equity | 3M | 11K | – |
| SCHWAB US SMALL CAP ETF | Equity | 3M | 79K | – |
| MC DONALDS CORP | Equity | 3M | 12K | – |
| RUSSELL MID CAP VALUE ETF | Equity | 3M | 30K | – |
| CITIGROUP INC | Equity | 3M | 68K | – |
| ISHARES IBOXX INVT GRADEBOND ETF | Equity | 3M | 28K | – |
| PFIZER INCORPORATED | Equity | 3M | 75K | – |
| CHARLES SCHWAB CORP | Equity | 3M | 59K | – |
| ORACLE CORPORATION | Equity | 3M | 32K | – |
| GILEAD SCIENCES INC | Equity | 3M | 34K | – |
| EXXON MOBIL CORP | Equity | 3M | 26K | – |
| SCHWAB US LARGE CAP ETF | Equity | 3M | 57K | – |
| VANGUARD FTSE EMERGING MARKETS ETF | Equity | 3M | 68K | – |
| SCHWAB US BROAD MARKET ETF | Equity | 3M | 56K | – |
| ALPHABET INC. CLASS A | Equity | 3M | 26K | – |
| INTEL CORP | Equity | 3M | 79K | – |
| QUALCOMM INC | Equity | 3M | 20K | – |
| NIKE INC CLASS B | Equity | 3M | 21K | – |
| KRAFT HEINZ CO | Equity | 3M | 65K | – |
| TERADYNE INCORPORATED | Equity | 2M | 23K | – |
| MERCK & CO INC | Equity | 2M | 23K | – |
| ISHARES JPMORGAN USD MTSBOND ETF | Equity | 2M | 28K | – |
| BOEING CO | Equity | 2M | 11K | – |
| VANGUARD SMALL CAP VALUE ETF | Equity | 2M | 15K | – |
| FEDEX CORPORATION | Equity | 2M | 10K | – |
| EMERSON ELECTRIC CO | Equity | 2M | 25K | – |
| LOCKHEED MARTIN CORP | Equity | 2M | 4K | – |
| SPDR S&P MIDCAP 400 ETF | Equity | 2M | 4K | – |
| ISHARES U.S. PREFERRED STOCK ETF | Equity | 2M | 64K | – |
| COCA COLA COMPANY | Equity | 2M | 32K | – |
| PAYPAL HOLDINGS INCO | Equity | 2M | 26K | – |
| CLIFFS NATURAL RES | Equity | 2M | 104K | – |
| SPDR BLMBRG BRCLY SHORT TERM HGH ETF | Equity | 2M | 75K | – |
| BAIDU COM INC ADR | Equity | 2M | 12K | – |
| JP MORGAN EMERGING MKT BOND LC ETF | Equity | 2M | 42K | – |
| ISHARES CORE S&P SMALL CAP ETF | Equity | 2M | 18K | – |
| DIAGEO PLC ADR | Equity | 2M | 10K | – |
| FORD MOTOR COMPANY | Equity | 2M | 141K | – |
| VISA INC CLASS A | Equity | 2M | 8K | – |
| BLACKROCK INC | Equity | 2M | 3K | – |
| GOLDMAN SACHS GROUP | Equity | 2M | 5K | – |
| ONEOAK INC | Equity | 2M | 27K | – |
| ISHARES S&P 100 ETF | Equity | 2M | 9K | – |
| UNITED HEALTHCARE GROUP | Equity | 2M | 4K | – |
| BECTON DICKINSON&CO | Equity | 2M | 7K | – |
| ISHARES 1-3 YEAR CREDIT BOND ETF | Equity | 2M | 32K | – |
| ABBVIE INC | Equity | 2M | 10K | – |
| VANGUARD TOTAL BOND MARKET ETF | Equity | 2M | 21K | – |
| SCHWAB LARGE CAP VALUE ETF | Equity | 2M | 24K | – |
| VANGUARD SMALL CAP ETF | Equity | 1M | 8K | – |
| VERIZON COMMUNICATN | Equity | 1M | 37K | – |
| LOWES COMPANIES INC | Equity | 1M | 7K | – |
| FREEPORT MCMORAN | Equity | 1M | 34K | – |
| A T & T INC | Equity | 1M | 71K | – |
| BATH & BODY WORKS, INC. | Equity | 1M | 37K | – |
| REALTY INCM CORP REIT | Equity | 1M | 21K | – |
| NOKIA CORP SPON FUNSPONSORED ADR | Equity | 1M | 271K | – |
| VANGUARD TOTAL STOCK MARKET ETF | Equity | 1M | 6K | – |
| ISHARES CHINA LARGE CAP ETF | Equity | 1M | 43K | – |
| ISHARES CORE S&P 500 ETF | Equity | 1M | 3K | – |
| RUSSELL MID CAP GROWTH ETF | Equity | 1M | 13K | – |
| VANGUARD INTL DIVIDEND APRECTN ETF | Equity | 1M | 15K | – |
| STRYKER CORP | Equity | 1M | 4K | – |
| VANGUARD DIVIDEND APPRECIATION ETF | Equity | 1M | 7K | – |
| ALPS ALERIAN MLP ETF | Equity | 1M | 27K | – |
| BERKSHIRE HATHAWAY CLASS B | Equity | 1M | 3K | – |
| HEALTHPEAK PPTYS INC. | Equity | 984K | 45K | – |
| HONEYWELL INTL INC | Equity | 969K | 5K | – |
| EATON VANCE SENIOR FLOAT | Equity | 966K | 85K | – |
| WAL-MART STORES INC | Equity | 952K | 6K | – |
| BRISTOL MYLERS SQUIBB | Equity | 939K | 14K | – |
| ISHARES JPMORGAN EM LCL ETF | Equity | 934K | 26K | – |
| NUTRIEN | Equity | 895K | 12K | – |
| AMAZON | Equity | 860K | 8K | – |
| ISHARES MSCI EAFE ETF | Equity | 851K | 12K | – |
| WORKDAY, INC | Equity | 818K | 4K | – |
| ALIBABA GROUP HLDG FADR | Equity | 801K | 8K | – |
| WALT DISNEY CO | Equity | 797K | 8K | – |
| CHARLES SCHWAB US MID CAP ETF | Equity | 792K | 12K | – |
| VANGUARD MID CAP ETF | Equity | 755K | 4K | – |
| EXELON CORPORATION | Equity | 740K | 18K | – |
| PHILIP MORRIS INTL | Equity | 709K | 7K | – |
| CONOCOPHILLIPS | Equity | 698K | 7K | – |
| ISHARES HIGH YIELD CORPORATE BOND ETF | Equity | 690K | 17K | – |
| EBAY INC | Equity | 669K | 15K | – |
| VALE SA ADR | Equity | 654K | 41K | – |
| ISHARES SELECT DIVIDEND ETF | Equity | 621K | 5K | – |
| PEPSICO INCORPORATED | Equity | 615K | 3K | – |
| VANGUARD S&P 500 ETF | Equity | 613K | 2K | – |
| NOVARTIS AG FADR | Equity | 610K | 7K | – |
| SPDR BLMBRG BRCLY HIGH YIELD BND ETF | Equity | 604K | 7K | – |
| SPDRS DOW JONES INDUSTRIAL AVERAGE | Equity | 595K | 2K | – |
| VANGUARD GROWTH ETF | Equity | 592K | 2K | – |
| NUVEEN AMT FREE QUALITY INCOME FUND | Equity | 591K | 53K | – |
| ISHARES CORE S&P MID CAP GROWTH ETF | Equity | 572K | 8K | – |
| ISHARES CORE S&P MID CAP ETF | Equity | 545K | 2K | – |
| ELI LILLY & COMPANY | Equity | 537K | 2K | – |
| PHYSICIANS REALTY TRUST | Equity | 535K | 36K | – |
| BANK OF AMERICA CORP | Equity | 523K | 18K | – |
| BP PLC FUNSPONSORED ADR | Equity | 507K | 13K | – |
| VANGUARD INTL DIVIDEND APRECTN ETF | Equity | 495K | 7K | – |
| ISHARES IBOXX HIGH YIELDBOND ETF | Equity | 482K | 6K | – |
| RAYTHEON TECHNOLOGIES | Equity | 467K | 5K | – |
| CHEVRON CORPORATION | Equity | 461K | 3K | – |
| SELECT SECTOR UTI SELECTSPDR ETF | Equity | 440K | 7K | – |
| COSTCO WHOLESALE | Equity | 381K | 766 | – |
| ISHARES S&P SMALL CAP 600 GROWTH ETF | Equity | 379K | 3K | – |
| ALTRIA GROUP INC | Equity | 379K | 8K | – |
| HANESBRAND INC | Equity | 375K | 71K | – |
| META PLATFORMS | Equity | 367K | 2K | – |
| SPDR BLOOMBG EMERGING MKT BOND ETF | Equity | 355K | 15K | – |
| VICTORIA SECRET & CO | Equity | 337K | 10K | – |
| ISHARES TIPS BOND ETF | Equity | 326K | 3K | – |
| MONDELEZ INTL CLASS A | Equity | 316K | 5K | – |
| ISHARES US ENERGY ETF | Equity | 311K | 7K | – |
| ISHARES US HEALTHCARE ETF | Equity | 306K | 1K | – |
| DELTA AIRLINES | Equity | 297K | 8K | – |
| GENERAL MOTORS CO | Equity | 284K | 8K | – |
| VANGUARD MUNI BOND ETF | Equity | 281K | 6K | – |
| ILLINOIS TOOL WORKS | Equity | 279K | 1K | – |
| 3M CO | Equity | 279K | 3K | – |
| ADOBE | Equity | 279K | 723 | – |
| WALGREENS BOOTS ALLIANCE | Equity | 277K | 8K | – |
| MARATHON PETROLEUM | Equity | 270K | 2K | – |
| MARRIOTT INTL INC CLASS A | Equity | 266K | 2K | – |
| OCCIDENTAL PETROLEUM | Equity | 262K | 4K | – |
| AMERIPRISE FINANCIAL | Equity | 262K | 855 | – |
| PRINCIPAL FINL | Equity | 260K | 4K | – |
| HUNTINGTON BANCSHS | Equity | 259K | 23K | – |
| PHILLIPS 66 | Equity | 255K | 3K | – |
| ZOETIS INC | Equity | 255K | 2K | – |
| BIOHAVEN LTD | Equity | 242K | 18K | – |
| KINDER MORGAN INC | Equity | 242K | 14K | – |
| SPDR MSCI ACWI EX-US ETF | Equity | 241K | 9K | – |
| BLACKROCK MUNIY MICHIGAN | Equity | 241K | 22K | – |
| HERSHEYS CO | Equity | 219K | 860 | – |
| LABCORP OF AMERICA | Equity | 216K | 941 | – |
| APPLIED MATERIALS | Equity | 212K | 2K | – |
| ECOLAB | Equity | 209K | 1K | – |
| SELECT FINANCIAL SPDR ETF | Equity | 203K | 6K | – |
| VMWARE INC | Equity | 202K | 2K | – |
| MARSH & MCLENNAN CO | Equity | 197K | 1K | – |
| TEXAS INSTRUMENTS | Equity | 195K | 1K | – |
| CHURCH & DWIGHT | Equity | 192K | 2K | – |
| EDWARD LIFESCIENCES | Equity | 189K | 2K | – |
| PEMBINA PIPELINE CO F | Equity | 179K | 6K | – |
| INTERCONTINENTAL INC | Equity | 176K | 2K | – |
| BROADCOM INC | Equity | 176K | 274 | – |
| ISHARES INTERNATIONAL SEL DIV ETF | Equity | 175K | 6K | – |
| ISHARES ESG AWARE MSCI USA ETF | Equity | 172K | 2K | – |
| TORO CORP | Equity | 166K | 1K | – |
| DELL TECHNOLOGIES | Equity | 165K | 4K | – |
| POWERSHARES QQQ TRUST SRS 1 ETF IV | Equity | 164K | 510 | – |
| ISHARES S&P 500 VALUE ETF | Equity | 163K | 1K | – |
| MEDTRONIC PLC F | Equity | 161K | 2K | – |
| ISHARES US FINL SERVICE ETF | Equity | 160K | 1K | – |
| ISHARES CORE MSCI EMERGING MKT ETF | Equity | 157K | 3K | – |
| AMERICAN EXPRESS | Equity | 154K | 935 | – |
| ROPER TECHNOLOGIES | Equity | 151K | 342 | – |
| ISHARES S&P 600 ETF | Equity | 150K | 2K | – |
| INVESCO S&P 500 EQUAL WEIGHT ETF | Equity | 145K | 1K | – |
| ISHARES RUSSELL 2000 ETF | Equity | 144K | 805 | – |
| CSX CORP | Equity | 143K | 5K | – |
| VANGUARD MEGA CAP ETF | Equity | 143K | 1K | – |
| SPDRS GOLD SHARES ETF | Equity | 142K | 775 | – |
| ISHARES ESG AWARE MSCI USA ETF | Equity | 141K | 4K | – |
| SPDR DEVELOPED WORLD EX-USA ETF | Equity | 137K | 4K | – |
| BLACKROCK MUNIASSETS CF | Equity | 134K | 13K | – |
| AUTO DATA PROCESSING | Equity | 129K | 579 | – |
| BIOGEN INC | Equity | 126K | 452 | – |
| VANGUARD ALL WORLD SMALL CAP ETF | Equity | 123K | 1K | – |
| ACCENTURE | Equity | 121K | 424 | – |
| ABBOTT LABORATORIES | Equity | 121K | 1K | – |
| ISHARES CORE MSCI EAFE ETF | Equity | 120K | 2K | – |
| WEC ENERGY GROUP | Equity | 109K | 1K | – |
| ISHARES BIOTECHNOLOGY ETF | Equity | 107K | 830 | – |
| CONSTELLATION ENERGY CORP | Equity | 103K | 1K | – |
| STARBUCKS CORP | Equity | 101K | 971 | – |
| INVESCO CLEAN ENERGY ETF | Equity | 101K | 3K | – |