Sumnicht & Associates, LLC

EST. AUM
$107,891,921

CONTACTS
5

CLIENT ACCOUNTS
72

Firm Details

Metro area Madison
CRD Number 111421
Website sumnicht.com
Client types

Overview

Sumnicht & Associates, LLC manages investments for families, foundations, trusts, and institutions, and offers access to a full complement of asset classes and investment alternatives. Its services, while diverse, are driven by a single priority -- the integrated wealth management needs of its clients. Backed by a tradition of excellence, the company delivers its advice without the distractions or conflicts of interest that characterize less-focused institutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

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Address

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

Sumnicht & Associates, LLC

Platform Details

Investment Preferences

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