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, SEC-registered advisory corporation that began registration in 2018 and is owned by an individual. The firm advises individuals and families and operates as a capital allocator that also selects other advisers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting; fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not identify 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%
Contacts
3 of 8JOSEPH TUCCINI
Wealth AdvisorCRD 4783938
THOMAS SUTTNER
Senior PartnerCRD 2104792
Eliot Bares
Strategic Planning ManagerCRD 6562195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$695M in ETFs
34%
$234M
64%
$462M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $147M | 3,783,233 | 21.15% |
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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