SUMNICHT & ASSOCIATES, LLC - Financial Advisor in Wisconsin, Appleton

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

No. of Advisors:

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.)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (TRUST ADMINISTRATION FEES)

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AUM:$0

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

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