Etf Model Solutions, LLC

Etf Model Solutions, LLC (CRD# 168410) is a financial advisory firm headquartered in Appleton, WI. They manage $15,746,673 in 233 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
W6272 Communication Court, Appleton, WI 54914
https://www.facebook.com/etfmodels
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $67,582
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC, TX, WI

Financial Advisors at Etf Model Solutions, LLC
No Advisor Found.

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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