MCGLONE SUTTNER WEALTH MANAGEMENT, INC. - Financial Advisor in Wisconsin, Appleton

Tel: (920) 882-5299 3501 E Evergreen Drive Ste A Appleton, Wisconsin 54913

About MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a Appleton, Wisconsin based financial advisory firm with nearly $815,977,938 in assets under management and provides investment advisory services for 2722 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

149830

Firm SEC#:

801-112692

Assets Under Management:

$815,977,938

No. of Clients:

2722

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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AUM:$0

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

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$891,580,271

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107

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1386

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Not Disclosed

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