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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 $287,175,336 assets under management, offering retirement planning & investment advisory services to 107 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 | $287,175,336 |
| No. of Clients | 107 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (TRUST ADMINISTRATION FEES)
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.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 107 | $287,175,336 |
| High net worth individuals | 25 | $287,175,336 |
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|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
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