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McGlone Suttner Wealth Managment

EST. AUM
$1,005,855,882

CONTACTS
2

CLIENT ACCOUNTS
2,913

Firm Details

Metro area Green Bay
CRD Number 149830
Website mcglonesuttner.com
Client types

Overview

As a Registered Investment Advisory Firm, the company adopts a client-centric approach encapsulated in the motto "Your Family. Your Future. Its Focus." They serve as fiduciaries, prioritizing their clients' interests and fostering long-term relationships through active and personal engagement.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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