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, corporation-structured registered investment adviser that filed with the SEC in 2018. The firm focuses on serving individual and family clients, operating as a capital allocator and offering a mix of fee arrangements (percentage of AUM, hourly, and flat fees). Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm reports it is not an active ESG investor and is not organized as a multi-state adviser.
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 9
Peter Van Beek
Wealth AdvisorCRD 7123916
Eliot Bares
Strategic Planning ManagerCRD 6562195
Joseph Tuccini
Wealth AdvisorCRD 4783938
Wealth 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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