SUMNICHT & ASSOCIATES, LLC
Tel: 920-731-4455 5485 W Grande Market Drive Suite D Appleton, Wisconsin 54913
About SUMNICHT & ASSOCIATES, LLC
SUMNICHT & ASSOCIATES, LLC is a Appleton, Wisconsin based financial advisory firm with nearly $287,175,336 in assets under management and provides investment advisory services for 107 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
111421
Firm SEC#:
801-60309
Assets Under Management:
$287,175,336
No. of Clients:
107
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)
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Top Financial Advisory Firms in Wisconsin, Appleton
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