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ETF MODEL SOLUTIONS, LLC

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

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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

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 FEE

Firm CRD#:

168410

SEC#:

801-80785

No. of Clients:

233

Assets under Management

$15,746,673

No. of Advisors:

12

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