ISECTORS, LLC
Firm details
- Headquarters
- APPLETON, Wisconsin
- CRD number
- 147589
- Registered since
- October 3, 2008
- Website
- isectors.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Isectors, LLC is a small, SEC-registered advisory firm that takes a multi-vehicle approach to client portfolios with a clear reliance on third-party managers for alternative exposures. The firm is not a capital allocator — it sources private equity, hedge fund, real estate and other alternative strategies through external fund managers rather than running large in-house funds. Reporting shows the firm does not position itself as an active ESG investor and it is not registered as a multi-state adviser, suggesting a focused regional practice. Investment preferences lean toward blending traditional mutual fund holdings with a range of alternatives to diversify return sources and manage volatility. The firm's classification is unclassified and its fee structure is listed as other, which typically signals non-standard or customized fee arrangements tailored to specific accounts or investor segments. Isectors, LLC is noted as a related adviser, indicating at least one affiliate relationship that could be part of how it sources investment capability or distributes services.
Assets & Accounts
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
Owners & executives
2 of 2VERNON SUMNICHT
Chief Executive OfficerCRD 1315421
DEBRA SUMNICHT
Chief Executive Officer & Chief Investment OfficerCRD 4908286
Contacts
1 of 1SCOTT JONES
Director of Business DevelopmentCRD 5026096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
APPLETON, WI
OUTAGAMIE
Location
APPLETON, WI
Headquartered in APPLETON, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- OUTAGAMIE
- Address
- 5485 W Grande Market Dr
- Time zone
- CT (UTC-6)
- Office locations
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