Isectors, LLC

RIASEC RegisteredEst. 2008
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Appleton, Wisconsin
CRD number
147589
Registered since
October 3, 2008
Fee structure
Other

Firm profile

FINTRX

Overview

Isectors, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2008. The firm is owned by an individual and is identified as having a related adviser, indicating an affiliation with another advisory entity. It does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm reports a fee structure categorized as "Other" rather than standard percentage-of-assets or subscription models.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Vernon Sumnicht

    Vernon Sumnicht

    Chief Executive OfficerCRD 1315421

  • Debra Sumnicht

    Chief Executive Officer & Chief Investment OfficerCRD 4908286

Contacts

1 of 1
  • Scott Jones

    Scott Jones

    Director of Business DevelopmentCRD 5026096

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth