Appleton Investment Management Inc.
Appleton Investment Management Inc. (CRD# 113576) is a financial advisory firm headquartered in Menasha, WI. They manage $2,030,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Appleton Investment Management Inc.
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$676,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Appleton Investment Management Inc.
1
William Degeneffe (CRD# 1275208) is an Investment Advisor Representative working at Appleton Investment Management Inc. in Menasha, WI and has 1 year of experience in the finance industry.
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