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
Similar firms
RWH Asset Management
RIAKenosha, WI
Baird Venture Partners Management Company III, LLC
RIAMilwaukee, WI
Aurea Investments LLC
RIAMilwaukee, WI
Franson Financial LLC
RIAHayward, WI
Wiara Investment Management, LLC
RIAMenasha, WI
Ronald L Perkins Dba Perkins Financial
RIAMadison, WI