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ETF MODEL SOLUTIONS, LLC
W6272 Communication Court
Appleton, Wisconsin 54914-8531
Tel: 920-785-6010
About ETF MODEL SOLUTIONS, LLC
ETF MODEL SOLUTIONS, LLC, formally registered with the SEC as ETF MODEL SOLUTIONS, LLC. The firm was established in 01/02/2015. They have over 2 offices throughout the country.
ETF MODEL SOLUTIONS, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $15,746,673 assets under management, offering retirement planning & investment advisory services to 233 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168410 |
| SEC# | 801-80785 |
| Assets Managed by Firm | $15,746,673 |
| No. of Clients | 233 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Other (LICENSE FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (MODEL MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 233 | $15,746,673 |
| Individuals (other than high net worth individuals) | 103 | $6,669,267 |
| High net worth individuals | 11 | $3,774,500 |
| Pension and profit sharing plans | 3 | $5,302,906 |
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