APPLETON INVESTMENT MANAGEMENT INC.
Firm details
- Headquarters
- HORTONVILLE, Wisconsin
- CRD number
- 113576
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Appleton Investment Management Inc. is a small corporate registered adviser focused on portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and fixed or subscription-style fees. It does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a capital allocator, pension consultant, or related adviser. Public registration year is not provided in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Contacts
1 of 1WILLIAM DEGENEFFE
PresidentCRD 1275208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HORTONVILLE, WI
OUTAGAMIE
Location
HORTONVILLE, WI
Headquartered in HORTONVILLE, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- OUTAGAMIE
- Address
- 209 Emily Way
- Time zone
- CT (UTC-6)
- Office locations
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