Mcglone Suttner Wealth Management, Inc.

RIASEC Registered
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$345K
Accounts
2,913
Employees
14
Advisory reps
9

Firm details

Headquarters
Appleton, Wisconsin
CRD number
149830
Registered since
March 22, 2018
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI80.73%
  • Individuals16.38%
  • Charitable Organizations2.72%
  • Corporations / Businesses0.18%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcglone Suttner Wealth Management, Inc. is an independent, corporation-structured registered investment adviser that filed with the SEC in 2018. The firm focuses on serving individual and family clients, operating as a capital allocator and offering a mix of fee arrangements (percentage of AUM, hourly, and flat fees). Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm reports it is not an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 11%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds2%
  • State & Local Bonds1%

Contacts

3 of 9
  • Peter Van Beek

    Peter Van Beek

    Wealth AdvisorCRD 7123916

  • Eliot Bares

    Eliot Bares

    Strategic Planning ManagerCRD 6562195

  • Joseph Tuccini

    Joseph Tuccini

    Wealth AdvisorCRD 4783938

Unlock 6 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 87

Active vs passive

$783M in ETFs

Passive

33%

$261M

Active

65%

$522M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$171M3,838,99121.80%

Location

Primary office

Appleton, WI

Outagamie

Location

Appleton, WI

Headquartered in Appleton, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.

Metro area
Appleton-Oshkosh-Neenah, WI
Region
Midwest
County
Outagamie
Address
3501 E Evergreen Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth