SUMNICHT & ASSOCIATES, LLC

APPLETON, Wisconsin·1 registered advisor·CRD# 111421
SEC# 801-603091920-731-4455
01

Firm Overview

AUM
$287M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: TRUST ADMINISTRATION FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMNICHT & ASSOCIATES, LLC

1 registered advisor
David Edwin Hackney
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. SUMNICHT & ASSOCIATES, LLC (CRD# 111421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.