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Building 2THE APPLETON GROUP, LLC

Map pinAPPLETON, WI
Phone920/993-7727
NotebookSEC #801-62598
Total AUM
$194.1M
Employees
7
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W. LAWRENCE ST
SUITE 306
APPLETON
WI 54911
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
920/993-7727

ReceiptFinancials

Total AUM
$194.1M
Accounts
242
Discretionary
$194.1M
Accounts
242
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
197
AUM
$64.3M
HNW Individual Clients
37
AUM
$68.4M
Corporation or Business Clients
8
AUM
$61.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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