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Building 2SUMNICHT & ASSOCIATES, LLC

Map pinAPPLETON, WI
Phone920-731-4455
NotebookSEC #801-60309
Total AUM
$107.9M
Employees
3
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5485 W GRANDE MARKET DRIVE
SUITE D
APPLETON
WI 54913
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
920-731-4455
Other Offices
2

ReceiptFinancials

Total AUM
$107.9M
Accounts
72
Discretionary
$64M
Accounts
47
Non-Discretionary
$43.9M
Accounts
25

ContactClients

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HNW Individual Clients
10
AUM
$107.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TRUST ADMINISTRATION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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