Appleton Investment Management Inc.

Appleton Investment Management Inc. (CRD# 113576) is a financial advisory firm headquartered in Menasha, WI. They manage $2,030,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1164 Province Terrace, 1164 Province Terrace, Menasha, WI 54952
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $676,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Appleton Investment Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William Degeneffe, financial advisor Menasha WI
William J. Degeneffe
CRD#: 1275208
882a Valley Road, Menasha, WI 54952

William Degeneffe (CRD# 1275208) is an Investment Advisor Representative working at Appleton Investment Management Inc. in Menasha, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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