Sugar Maple Asset Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

2580 S Bay Shore Dr Unit D, Sister Bay, ...

Phone Number

(920) 944-5480

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
2
1
1
1
1

About Sugar Maple Asset Management

Sugar Maple Asset Management is an independent Registered Investment Advisory firm based in Wisconsin, offering financial planning and fee-based investment management services. The firm provides customized investment portfolios, IRA and 401(k) rollover assistance, and variable annuity repair to clients across Wisconsin and the United States. Their approach is centered on fiduciary responsibility, ensuring that clients' financial goals are prioritized. With offices in Sister Bay and Neenah, they cater to individuals seeking comprehensive wealth management solutions.Explore more
Sugar Maple Asset Management's Social MediaPopular SearchesSugar Maple Asset Management LLCSugar Maple Investments LLCSugar Maple Management LLCSugar Maple Asset ManagementMaple Sugar International Education and Investment...SIC Code 62,628NAICS Code 52,523Show more

Sugar Maple Asset Management Org Chart

PhoneEmail
Jeremy Schwab, President at Sugar Maple Asset Management
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sugar Maple Asset Managem...

<$5M
1-10
Private
-
2016
Jeremy Schwab, President at Sugar Maple Asset Management
Jeremy SchwabPresident
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2014
GH
Glenda HainesCo-Owner, Principal
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Sugar Maple Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sugar Maple Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sugar Maple Asset Management.

Sugar Maple Asset Management Tech Stack

A closer look at the technologies used by Sugar Maple Asset Management

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Frequently Asked Questions Regarding Sugar Maple Asset Management

What is Sugar Maple Asset Management's official website?
Sugar Maple Asset Management's official website is www.sugarmapleam.com
What is Sugar Maple Asset Management's Revenue?
Sugar Maple Asset Management's revenue is <$5 Million
What is Sugar Maple Asset Management's SIC code?
Sugar Maple Asset Management's SIC: 62,628
What is Sugar Maple Asset Management's NAICS code?
Sugar Maple Asset Management's NAICS: 52,523
How many employees does Sugar Maple Asset Management have?
Sugar Maple Asset Management has 1-10 employees
What industry does Sugar Maple Asset Management belong to?
Sugar Maple Asset Management is in the industry of: Finance, Securities Trading
What is Sugar Maple Asset Management competition?
Sugar Maple Asset Management top competitors include: Pacific Coast Wealth Management, Stockade Wealth Management, Hull Wealth Management, Siler Wealth Management
What technology does Sugar Maple Asset Management use?
Some of the popular technologies that Sugar Maple Asset Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Sugar Maple Asset Management?
Sugar Maple Asset Management contact info: Phone number: (920) 944-5480 Website: www.sugarmapleam.com
What does Sugar Maple Asset Management do?

Sugar Maple Asset Management is an independent Registered Investment Advisory firm based in Wisconsin, offering financial planning and fee-based investment management services. The firm provides customized investment portfolios, IRA and 401(k) rollover assistance, and variable annuity repair to clients across Wisconsin and the United States. Their... approach is centered on fiduciary responsibility, ensuring that clients' financial goals are prioritized. With offices in Sister Bay and Neenah, they cater to individuals seeking comprehensive wealth management solutions.Read More

What are Sugar Maple Asset Management social media links?
Sugar Maple Asset Management Linkedin page Sugar Maple Asset Management Facebook page
Is Sugar Maple Asset Management a public company?
Sugar Maple Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Sugar Maple Asset Management

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