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SUMNICHT & ASSOCIATES, LLC
Tel: 920-731-4455
5485 W Grande Market Drive Suite D
Appleton, Wisconsin 54913
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
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 FEE
Firm CRD#:
111421
SEC#:
801-60309
No. of Clients:
107
Assets under Management
$287,175,336
No. of Advisors:
4
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