Sumnicht & Associates, LLC

Sumnicht & Associates, LLC (CRD# 111421) is a financial advisory firm headquartered in Appleton, WI. They manage $287,175,336 in 107 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $2,683,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX, WI

Financial Advisors at Sumnicht & Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul R. Callahan
CRD#: 2296372
Cape Coral, FL

Paul Callahan (CRD# 2296372) is an Investment Advisor Representative working at Sumnicht & Associates, LLC in Cape Coral, FL and has over 31 years of experience in the finance industry.

2
Scott R. Jones
CRD#: 5026096
5485 W Grande Market Drive, Suite D, Appleton, WI 54913

Scott Jones (CRD# 5026096) is an Investment Advisor Representative working at Sumnicht & Associates, LLC in Appleton, WI and has over 16 years of experience in the finance industry.

3
Vernon C. Sumnicht
CRD#: 1315421
W 6240 Communication Court, Suite One, Appleton, WI 54914

Vernon Sumnicht (CRD# 1315421) is an Investment Advisor Representative working at Sumnicht & Associates, LLC in Appleton, WI and has over 39 years of experience in the finance industry.

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