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ETF Model Solutions, LLC

● SEC registered since 2015CRD 168410SEC# 801-80785Appleton, WI
Export (members)
Reg. AUM
$16.8M
Employees
13
Accounts
210
Location
Appleton, WI

ETF Model Solutions, LLC assets under management

ETF Model Solutions, LLC operates as an SEC-registered investment adviser based in Appleton, WI. The firm has been registered since 2015. It reports $16.8 million in regulatory assets under management and employs 13 people.

ETF Model Solutions, LLC owners & executives

14 reported
NameTitleOwnershipSince
0913, LLCMember10-25%2013
Larry L. Rice and Nancy e. Rice Joint Revocable Living TrustMember10-25%2016
Othmar Group, LLCMember5-10%2014
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Frequently asked questions

How much does ETF Model Solutions, LLC manage?

ETF Model Solutions, LLC reports $16.8 million in regulatory assets under management on its Form ADV.

How many employees does ETF Model Solutions, LLC have?

ETF Model Solutions, LLC reports 13 employees.

Where is ETF Model Solutions, LLC located?

ETF Model Solutions, LLC is based in Appleton, WI and has been SEC-registered since 2015.

Does ETF Model Solutions, LLC disclose fund performance?

ETF Model Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressW6272 Communication Court, Appleton, WI 54914-8531
Phone920-785-6010
Fax920-227-0521
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$16.8M
Non-discretionary$0
Total (RAUM)$16.8M