Overview
Assets Under Management: $816 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 274
Average Client Assets: $2 million
Frequently Asked Questions
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149830), MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is headquartered in APPLETON, WI.
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. serves 274 high-net-worth clients according to their SEC filing dated April 07, 2025. View client details ↓
According to their SEC Form ADV, MCGLONE SUTTNER WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. manages $816 million in client assets according to their SEC filing dated April 07, 2025.
According to their SEC Form ADV, MCGLONE SUTTNER WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 274
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,722
Discretionary Accounts: 2,722
Regulatory Filings
CRD Number: 149830
Filing ID: 1971305
Last Filing Date: 2025-04-07 14:11:00
Website: https://mcglonesuttner.com