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).
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Total Assets Under Management287MILLION
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Total Number of Accounts107ACCOUNTS
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Average Account Value$2,683,882
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, TX, WI
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.
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.
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.