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MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
APPLETON, WI
(920) 882-5299
SEC #801-112692Total AUM
$1B
Employees
14Clients
710Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3501 E EVERGREEN DRIVE
STE A
APPLETON
WI 54913
United States
STE A
APPLETON
WI 54913
United States
Operating Hours
M-TH 8:00AM - 4:00PM; FRIDAY BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(920) 882-5299
Other Offices
2
Financials
Total AUM
$1B
Accounts
2,913Discretionary
$1B
Accounts
2,913Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
418AUM
$164.7M
HNW Individual Clients
290AUM
$812M
Charitable Organization Clients
1AUM
$27.3M
Corporation or Business Clients
1AUM
$1.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLMDMIMNTNTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.