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Sumnicht & Associates

Also known as Sumnicht

Wealth ManagerAppleton, United StatesFounded 1988
$285M
Assets Under Management
Appleton
Headquarters
Get Sumnicht & Associates’s Contact Details Website

About Sumnicht & Associates

Sumnicht & Associates (Sumnicht) is an investment advisor based in Appleton, Wisconsin. Established in 1988, the firm provides wealth management and multi-family office services to its clients, which include, families, foundations, trusts, and institutions. Additionally, it provides investment advisory, estate planning, tax management, and retirement planning services.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Conservative AllocationEquity/Mutual FundsEquity SecuritiesOptions Trading FinanceTraditional Investments (Liquid Assets)

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Sumnicht & Associates?

Sumnicht & Associates is a wealth manager based in Appleton, United States, managing approximately $285M in assets.

Where is Sumnicht & Associates headquartered?

Sumnicht & Associates is headquartered in Appleton, United States.

How much does Sumnicht & Associates manage?

Sumnicht & Associates manages approximately $285M in assets under management.

When was Sumnicht & Associates founded?

Sumnicht & Associates was founded in 1988.

What does Sumnicht & Associates invest in?

Sumnicht & Associates focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact Sumnicht & Associates?

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