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Terrence Michael Jack

SUGAR MAPLE ASSET MANAGEMENT, LLC·SISTER BAY, Wisconsin
Unclaimed Profile
2580 S BAY SHORE DRIVE, SISTER BAY, WI 54234CRD# 2542035Firm CRD# 282632
01

About

Terrence Michael Jack is a registered financial advisor based in SISTER BAY, Wisconsin, affiliated with SUGAR MAPLE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SUGAR MAPLE ASSET MANAGEMENT, LLC
SUGAR MAPLE ASSET MANAGEMENT, LLC
AUM
$215M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SUGAR MAPLE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2542035
Firm CRD# 282632
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terrence Michael Jack offer?
Terrence Michael Jack specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SISTER BAY, Wisconsin for a consultation.
What are Terrence Michael Jack's credentials?
Terrence Michael Jack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence Michael Jack located?
Terrence Michael Jack is based in SISTER BAY, Wisconsin, working with SUGAR MAPLE ASSET MANAGEMENT, LLC. Their office serves clients in the SISTER BAY metropolitan area and surrounding communities.
How does Terrence Michael Jack charge for services?
Terrence Michael Jack's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUGAR MAPLE ASSET MANAGEMENT, LLC?
SUGAR MAPLE ASSET MANAGEMENT, LLC has approximately 3 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SISTER BAY
Nathan C Barington — VESTURA, LLCJeremy Paul Schwab — SUGAR MAPLE ASSET MANAGEMENT, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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