Mcglone Suttner Wealth Management, Inc.
Firm details
- Headquarters
- Appleton, Wisconsin
- CRD number
- 149830
- Registered since
- March 22, 2018
- Website
- www.mcglonesuttner.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.73%
- Individuals16.38%
- Charitable Organizations2.72%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Mcglone Suttner Wealth Management, Inc. is an independent registered investment adviser that focuses on serving individual and family clients. The firm is SEC registered (initial registration in 2018) and is owned by an individual. Its advisory model combines financial planning and portfolio management for individuals and small businesses with selection-of-other-advisers capabilities and pension consulting services. Fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor.
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
- Public Funds/Mutual Funds76%
- Exchange Traded Equities11%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$783M in ETFs
33%
$261M
65%
$522M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $171M | 3,838,991 | 21.80% |
Location
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
- 3501 E Evergreen Dr
- Time zone
- CT (UTC-6)
- Office locations
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