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Home > Retirement Planners > wisconsin > appleton > THE APPLETON GROUP, LLC
THE APPLETON GROUP, LLC
100 W. Lawrence St
Suite 306
Appleton, Wisconsin 54911
Tel: 920/993-7727
About THE APPLETON GROUP, LLC
THE APPLETON GROUP, LLC, formally registered with the SEC as THE APPLETON GROUP, LLC. The firm was established in 12/04/2003. They have over 1 offices throughout the country.
THE APPLETON GROUP, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $194,061,100 assets under management, offering retirement planning & investment advisory services to 242 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 119209 |
| SEC# | 801-62598 |
| Assets Managed by Firm | $194,061,100 |
| No. of Clients | 242 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 242 | $194,061,100 |
| Individuals (other than high net worth individuals) | 197 | $64,341,579 |
| High net worth individuals | 37 | $68,410,415 |
| Corporations or other businesses | 8 | $61,309,106 |
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|---|---|---|---|
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