| Name | Title | Ownership | Since |
|---|---|---|---|
| Sumnicht Holdings, LLC Control | Holding Company | Over 75% | 2005 |
| Vernon Coffey Sumnicht Control | Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer | Under 5% | 1988 |
| Debra Sumnicht Control | Passive Owner | 25-50% | 2005 |
Sumnicht & Associates, LLC reports $100.4 million in regulatory assets under management on its Form ADV.
Sumnicht & Associates, LLC reports 4 employees.
Sumnicht & Associates, LLC is based in Appleton, WI and has been SEC-registered since 2001.
Sumnicht & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5485 W Grande Market Drive, Suite D, Appleton, WI 54913 |
| Phone | 920-731-4455 |
| Fax | 920-731-9679 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $52.6M |
| Non-discretionary | $47.8M |
| Total (RAUM) | $100.4M |