Sumnicht & Associates
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
w6240 Communication Ct Ste 1, Appleton, ...Phone Number
(920) 731-4455Website
www.sumnicht.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
1
1
2
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1
About Sumnicht & Associates
Sumnicht & Associates, LLC is a Registered Investment Advisor that operates as a fiduciary, prioritizing clients' interests above all. They offer a range of services including financial coaching, retirement planning, wealth management, and investment portfolio construction, all tailored to meet the unique needs of their clients. The firm emphasizes personal service and a holistic approach to integrated wealth management, ensuring that clients receive comprehensive financial planning support. Their target clients include individuals seeking guidance in navigating complex financial decisions and achieving their long-term financial goals.Explore more
Sumnicht & Associates Org Chart
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Sumnicht & Associates financials insights
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2020
Debt
$150K
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Sumnicht & Associates, LLC is a Registered Investment Advisor that operates as a fiduciary, prioritizing clients' interests above all. They offer a range of services including financial coaching, retirement planning, wealth management, and investment portfolio construction, all tailored to meet the unique needs of their clients. The firm emphasizes... Read More
