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Home > Retirement Planners > wisconsin > appleton > SUMNICHT & ASSOCIATES, LLC
SUMNICHT & ASSOCIATES, LLC
5485 W Grande Market Drive
Suite D
Appleton, Wisconsin 54913
Tel: 920-731-4455
About SUMNICHT & ASSOCIATES, LLC
SUMNICHT & ASSOCIATES, LLC, formally registered with the SEC as SUMNICHT & ASSOCIATES, LLC. The firm was established in 05/25/2001. They have over 2 offices throughout the country.
SUMNICHT & ASSOCIATES, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $255,112,539 assets under management, offering retirement planning & investment advisory services to 116 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 111421 |
| SEC# | 801-60309 |
| Assets Managed by Firm | $255,112,539 |
| No. of Clients | 116 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other(TRUST ADMINISTRATION FEES)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 116 | $255,112,539 |
| High net worth individuals | 25 | $255,112,539 |
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