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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • VERNON SUMNICHT

    Chief Executive OfficerCRD 1315421

  • DEBRA SUMNICHT

    Chief Executive Officer & Chief Investment OfficerCRD 4908286

Contacts

1 of 1
  • SCOTT JONES

    Director of Business DevelopmentCRD 5026096

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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