Overview
Assets Under Management: $816 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 274
Average Client Assets: $2 million
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