A
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-1988
- Office Locations
- 1
Office Locations
882a Valley Road Menasha WI
About Appleton Investment Management Inc.
Appleton Investment Management Inc. is a Hortonville-based RIA. The firm has been operating for 38 years. Managing $1.1M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
31.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Owner & Executives
No owner records available.
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W
WILLIAM JOSEPH DEGENEFFE
--
- CRD
- #1275208
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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