Sumnicht & Associates LLC
Legal Name: SUMNICHT & ASSOCIATES, LLC
Full Contact Details
Sumnicht & Associates LLC
W6240 COMMUNICATION COURT, SUITE #1, APPLETON, WI
920-731-4455
920-731-9679
Other Info
Sumnicht & Associates LLC, a DE Limited Liability Company, is an SEC Approved firm with a registration date of May 25, 2001. The firm has a dedicated team of five employees in advisory roles. Though the number of clients served by the firm is unknown, it is a reliable choice for those seeking expert financial advice.
Registered Fiduciary Investment Advisors | Sumnicht & Associates
Sumnicht & Associates, a registered fiduciary investment advisor near your location for family & individual financial planning and wealth management services.
Direct Owners
-
CHARLES HENRY SELF
CHIEF INVESTMENT OFFICER owns less than 5%
-
DAVID EDWIN HACKNEY
MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER owns less than 5%
-
SUMNICHT HOLDINGS, LLC
HOLDING COMPANY owns 75% or more
-
VERNON COFFEY SUMNICHT
CEO owns less than 5%
Indirect Owners
-
DEBRA SUMNICHT
PASSIVE OWNER owns more than 25% but less than 50%
Prime Brokers
-
J.P. MORGAN SECURITIES LLC
United States -
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
United States -
WELLS FARGO SECURITIES, LLC
United States