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MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

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

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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

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

Firm CRD#:

149830

SEC#:

801-112692

No. of Clients:

2722

Assets under Management

$815,977,938

No. of Advisors:

12

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