ETF MODEL SOLUTIONS, LLC - Financial Advisor in Wisconsin, Appleton

Tel: 920-785-6010 W6272 Communication Court Appleton, Wisconsin 54914-8531

About ETF MODEL SOLUTIONS, LLC

ETF MODEL SOLUTIONS, LLC is a Appleton, Wisconsin based financial advisory firm with nearly $15,746,673 in assets under management and provides investment advisory services for 233 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

168410

Firm SEC#:

801-80785

Assets Under Management:

$15,746,673

No. of Clients:

233

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (MODEL MANAGEMENT)

Fee Structure:

A percentage of AUM, Other (LICENSE FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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