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Appleton Group Wealth Management

100 W. Lawrence St Third Floor
Appleton, Wisconsin 54911
United States
Contact :      
Phone :       920-993-7727
Fax :             920-993-7779
Email :
Web : 

Appleton Group Wealth Management Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $63
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2002
Wrap Programs Offered? : Yes
# of Accounts Managed : 300
In-House Research : %
Carries liability insurance? : Yes
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Appleton Group Wealth Management History

Appleton Group Wealth Management LLC is one of America's leading asset allocation portfolio managers. With a lengthy track record of consistent portfolio performance through both cooperative and uncooperative markets, The Appleton Group Wealth Management DisciplineTM focuses on the core beliefs of consistent positive returns through both cooperative and uncooperative market environments, the benefits of extensive portfolio diversification, and the importance of consistently applied risk management techniques. We believe by combining tactical and strategic (active and passive) asset allocation techniques in a single portfolio, performance and risk characteristics will be significantly better versus benchmarks over a full market cycle. Appleton Group Wealth Management LLC is an independent, Registered Investment Advisor (RIA), and primarily serves the institutional marketplace. We manage investment portfolios for high-net worth individuals, institutions, corporate-sponsored retirement plans, foundations, trusts, and other entities.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 5 Analysts : 0
Portfolio Managers : 2 Traders : 0
Client Service : 2 Operation : 1

Appleton Group Wealth Management Personnel

Appleton Group Wealth Management Product Name

Report Created: September,23 2020.  Copyright Money Manager Review , All rights Reserved.

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