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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2001
- Office Locations
- 2
Office Locations
About Sumnicht & Associates, LLC
Sumnicht & Associates, LLC is a Wisconsin-based fiduciary RIA providing integrated wealth management for individuals and families, combining financial coaching with retirement, tax and estate planning guidance. The firm builds and maintains diversified portfolios using a cost-effective, tax-efficient, total-return asset allocation approach, with portfolios largely implemented via ETFs. Custody is primarily through Fidelity/NFS.
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Owner & Executives
VERNON COFFEY SUMNICHT
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #1315421
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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SCOTT RICHARD JONES
--
- CRD
- #5026096
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,965,013 | $1,360,958 |
| Non-Discretionary | $43,926,908 | $1,757,076 |
| Total | $107,891,921 | $1,498,499 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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