SUMNICHT & ASSOCIATES, LLC
CRD #111421 SEC #801-60309 APPLETON, WI 920-731-4455
SEC Registered
Total AUM
$100.4M
Discretionary
$52.6M
Employees
4
Clients
10
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $100.4M | $52.6M | $47.8M | 4 | 0 |
| Mar 2025 | $100.4M | $52.6M | $47.8M | 4 | 0 |
| Mar 2024 | $287.2M | $257.9M | $29.2M | 4 | 0 |
| Mar 2023 | $255.1M | $219.9M | $35.2M | 4 | 0 |
| Nov 2022 | $341.8M | $289.8M | $51.9M | 3 | 0 |
| Apr 2022 | $341.8M | $289.8M | $51.9M | 3 | 0 |
| Mar 2022 | $341.8M | $289.8M | $51.9M | 3 | 0 |
| Sep 2021 | $369.9M | $317.3M | $52.6M | 4 | 0 |
| Sep 2021 | $369.9M | $317.3M | $52.6M | 4 | 0 |
| Aug 2021 | $369.9M | $317.3M | $52.6M | 4 | 0 |
| Mar 2021 | $369.9M | $317.3M | $52.6M | 4 | 0 |
| Jun 2020 | $337.3M | $291.1M | $46.3M | 4 | 0 |
| Mar 2020 | $337.3M | $291.1M | $46.3M | 4 | 0 |
| Mar 2019 | $300.1M | $247.9M | $52.2M | 5 | 0 |
| Mar 2018 | $327.8M | $251.5M | $76.2M | 5 | 0 |
| Mar 2017 | $299.5M | $219.7M | $79.8M | 6 | 200 |
| Mar 2016 | $268.8M | $199.8M | $69M | 6 | 100 |
| Dec 2015 | $266.1M | $195M | $71.1M | 6 | 100 |
| Mar 2015 | $266.1M | $195M | $71.1M | 6 | 100 |
| May 2014 | $262.1M | $187.5M | $74.6M | 5 | 100 |
| Mar 2014 | $262.1M | $187.5M | $74.6M | 5 | 100 |
| Mar 2014 | $262.1M | $187.5M | $74.6M | 5 | 100 |
| Jan 2014 | $264.1M | $179.9M | $84.2M | 5 | 200 |
| Jan 2014 | $296.9M | $202.9M | $94M | 5 | 200 |
| Apr 2013 | $296.9M | $202.9M | $94M | 5 | 200 |
| Mar 2012 | $277.8M | $180.3M | $97.5M | 6 | 200 |
| Nov 2011 | $288.7M | $185.7M | $103M | 10 | -- |
| Aug 2011 | $288.7M | $185.7M | $103M | 10 | -- |
| Apr 2009 | $274.5M | $145.4M | $129.1M | 10 | -- |
| Mar 2008 | $354M | $230.6M | $123.4M | 10 | -- |
| Mar 2007 | $332.9M | $219.7M | $113.2M | 10 | -- |
| Feb 2007 | $276.9M | $248.1M | $28.8M | 10 | -- |
| Mar 2006 | $276.9M | $248.1M | $28.8M | 10 | -- |
| Jan 2005 | $272.8M | $115.8M | $157M | 5 | -- |
| Mar 2004 | $272.8M | $115.8M | $157M | 5 | -- |
| Mar 2002 | $430.9M | $270.8M | $160.2M | 5 | -- |
| Mar 2002 | $430.9M | $270.8M | $160.2M | 5 | -- |
| May 2001 | $89.6M | $72.2M | $17.4M | 5 | -- |
| May 2001 | $89.6M | $72.2M | $17.4M | 5 | -- |
DateMar 2025
Total AUM$100.4M
Discretionary$52.6M
Non-Disc.$47.8M
Employees4
Clients0
DateMar 2025
Total AUM$100.4M
Discretionary$52.6M
Non-Disc.$47.8M
Employees4
Clients0
DateMar 2024
Total AUM$287.2M
Discretionary$257.9M
Non-Disc.$29.2M
Employees4
Clients0
DateMar 2023
Total AUM$255.1M
Discretionary$219.9M
Non-Disc.$35.2M
Employees4
Clients0
DateNov 2022
Total AUM$341.8M
Discretionary$289.8M
Non-Disc.$51.9M
Employees3
Clients0
DateApr 2022
Total AUM$341.8M
Discretionary$289.8M
Non-Disc.$51.9M
Employees3
Clients0
DateMar 2022
Total AUM$341.8M
Discretionary$289.8M
Non-Disc.$51.9M
Employees3
Clients0
DateSep 2021
Total AUM$369.9M
Discretionary$317.3M
Non-Disc.$52.6M
Employees4
Clients0
DateSep 2021
Total AUM$369.9M
Discretionary$317.3M
Non-Disc.$52.6M
Employees4
Clients0
DateAug 2021
Total AUM$369.9M
Discretionary$317.3M
Non-Disc.$52.6M
Employees4
Clients0
DateMar 2021
Total AUM$369.9M
Discretionary$317.3M
Non-Disc.$52.6M
Employees4
Clients0
DateJun 2020
Total AUM$337.3M
Discretionary$291.1M
Non-Disc.$46.3M
Employees4
Clients0
DateMar 2020
Total AUM$337.3M
Discretionary$291.1M
Non-Disc.$46.3M
Employees4
Clients0
DateMar 2019
Total AUM$300.1M
Discretionary$247.9M
Non-Disc.$52.2M
Employees5
Clients0
DateMar 2018
Total AUM$327.8M
Discretionary$251.5M
Non-Disc.$76.2M
Employees5
Clients0
DateMar 2017
Total AUM$299.5M
Discretionary$219.7M
Non-Disc.$79.8M
Employees6
Clients200
DateMar 2016
Total AUM$268.8M
Discretionary$199.8M
Non-Disc.$69M
Employees6
Clients100
DateDec 2015
Total AUM$266.1M
Discretionary$195M
Non-Disc.$71.1M
Employees6
Clients100
DateMar 2015
Total AUM$266.1M
Discretionary$195M
Non-Disc.$71.1M
Employees6
Clients100
DateMay 2014
Total AUM$262.1M
Discretionary$187.5M
Non-Disc.$74.6M
Employees5
Clients100
DateMar 2014
Total AUM$262.1M
Discretionary$187.5M
Non-Disc.$74.6M
Employees5
Clients100
DateMar 2014
Total AUM$262.1M
Discretionary$187.5M
Non-Disc.$74.6M
Employees5
Clients100
DateJan 2014
Total AUM$264.1M
Discretionary$179.9M
Non-Disc.$84.2M
Employees5
Clients200
DateJan 2014
Total AUM$296.9M
Discretionary$202.9M
Non-Disc.$94M
Employees5
Clients200
DateApr 2013
Total AUM$296.9M
Discretionary$202.9M
Non-Disc.$94M
Employees5
Clients200
DateMar 2012
Total AUM$277.8M
Discretionary$180.3M
Non-Disc.$97.5M
Employees6
Clients200
DateNov 2011
Total AUM$288.7M
Discretionary$185.7M
Non-Disc.$103M
Employees10
Clients--
DateAug 2011
Total AUM$288.7M
Discretionary$185.7M
Non-Disc.$103M
Employees10
Clients--
DateApr 2009
Total AUM$274.5M
Discretionary$145.4M
Non-Disc.$129.1M
Employees10
Clients--
DateMar 2008
Total AUM$354M
Discretionary$230.6M
Non-Disc.$123.4M
Employees10
Clients--
DateMar 2007
Total AUM$332.9M
Discretionary$219.7M
Non-Disc.$113.2M
Employees10
Clients--
DateFeb 2007
Total AUM$276.9M
Discretionary$248.1M
Non-Disc.$28.8M
Employees10
Clients--
DateMar 2006
Total AUM$276.9M
Discretionary$248.1M
Non-Disc.$28.8M
Employees10
Clients--
DateJan 2005
Total AUM$272.8M
Discretionary$115.8M
Non-Disc.$157M
Employees5
Clients--
DateMar 2004
Total AUM$272.8M
Discretionary$115.8M
Non-Disc.$157M
Employees5
Clients--
DateMar 2002
Total AUM$430.9M
Discretionary$270.8M
Non-Disc.$160.2M
Employees5
Clients--
DateMar 2002
Total AUM$430.9M
Discretionary$270.8M
Non-Disc.$160.2M
Employees5
Clients--
DateMay 2001
Total AUM$89.6M
Discretionary$72.2M
Non-Disc.$17.4M
Employees5
Clients--
DateMay 2001
Total AUM$89.6M
Discretionary$72.2M
Non-Disc.$17.4M
Employees5
Clients--