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| McGlone Suttner Wealth Management Inc
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| |
|---|---|
| CRD # | 149830 |
| SEC # | 801-112692 |
| CIK # | 0001964819 |
| AUM | $689.1 MM (2024-07-08) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 920-882-5299 |
| Address | 3501 E Evergreen Drive Appleton, WI 54913 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 5.5 | |
| AAPL | 2,382,844.0 | 4.2 | |
| GOOGL | 1,475,138.5 | 2.3 | |
| PG | 338,108.9 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 203.9 |
| (b) Individuals (high net worth individuals) | 225 | 470.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 15.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,498 | 689.1 |
| By Discretionary | ||
| Discretionary | 2,498 | 689.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,498 | 689.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 689.1 | |
| Total | 2,498 | 689.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964819] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Retirement Fund Management LLC
✚
|
GA | 0.7 |
|
Mps-Loria Financial Planners LLC
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|
IL | 0.7 |
|
Harbor Advisors LLC
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|
FL | 0.7 |
|
Atlantic Private Wealth LLC
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|
NC | 0.7 |
|
Scott Capital Partners LLP
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|
0.7 | |
|
Decisionpoint Financial LLC
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|
AZ | 0.7 |
|
Detalus Advisors LLC
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|
MO | 0.7 |
|
AssetBuilder Inc
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|
TX | 0.7 |
|
BCG Securities Inc
✚
|
NJ | 0.7 |
|
Brown Miller Wealth Management LLC
✚
|
VA | 0.7 |