Appleton Investment Management Inc.
Appleton Investment Management Inc. (CRD# 113576) is a financial advisory firm headquartered in Menasha, WI. They manage $7,900,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$415,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.