THE APPLETON GROUP, LLC
CRD #119209 SEC #801-62598 APPLETON, WI 920/993-7727
SEC Registered
Total AUM
$194.1M
Discretionary
$194.1M
Employees
7
Clients
101
Accounts
242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $194.1M | $194.1M | $0 | 7 | 0 |
| Mar 2023 | $194.1M | $194.1M | $0 | 7 | 242 |
| Mar 2022 | $243.6M | $243.6M | $0 | 7 | 246 |
| Jun 2021 | $212M | $212M | $0 | 7 | 238 |
| Mar 2021 | $212M | $212M | $0 | 7 | 238 |
| Jun 2020 | $172.2M | $172.2M | $0 | 8 | 237 |
| Mar 2020 | $172.2M | $172.2M | $0 | 8 | 237 |
| Mar 2019 | $179.1M | $179.1M | $0 | 6 | 226 |
| Mar 2018 | $146M | $146M | $0 | 6 | 218 |
| Mar 2017 | $132.3M | $132.3M | $0 | 7 | 200 |
| Jul 2016 | $135M | $135M | $0 | 7 | 200 |
| Mar 2016 | $167.5M | $167.5M | $0 | 6 | 200 |
| Apr 2015 | $163.8M | $163.8M | $0 | 7 | 200 |
| Feb 2014 | $160.7M | $160.7M | $0 | 6 | 200 |
| Jan 2014 | $160.7M | $160.7M | $0 | 6 | 200 |
| Sep 2013 | $137.8M | $137.8M | $0 | 5 | 200 |
| May 2013 | $137.8M | $137.8M | $0 | 5 | 200 |
| May 2013 | $137.8M | $137.8M | $0 | 5 | 200 |
| Mar 2013 | $137.8M | $137.8M | $0 | 5 | 200 |
| Mar 2012 | $132M | $132M | $0 | 6 | 200 |
| Mar 2011 | $147.6M | $147.6M | $0 | 10 | -- |
| Nov 2010 | $134.4M | $134.4M | $0 | 10 | -- |
| Jan 2008 | $88.6M | $88.6M | $0 | 5 | -- |
| Jan 2007 | $59.4M | $59.4M | $0 | 5 | -- |
| Feb 2006 | $46M | $46M | $0 | 10 | -- |
| Oct 2003 | $26M | $26M | $0 | 5 | -- |
| Apr 2002 | $0 | $0 | $0 | 5 | -- |
| Mar 2002 | $0 | $0 | $0 | 5 | -- |
DateMar 2023
Total AUM$194.1M
Discretionary$194.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$194.1M
Discretionary$194.1M
Non-Disc.$0
Employees7
Clients242
DateMar 2022
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees7
Clients246
DateJun 2021
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees7
Clients238
DateMar 2021
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees7
Clients238
DateJun 2020
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees8
Clients237
DateMar 2020
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees8
Clients237
DateMar 2019
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees6
Clients226
DateMar 2018
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients218
DateMar 2017
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees7
Clients200
DateJul 2016
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees6
Clients200
DateApr 2015
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees7
Clients200
DateFeb 2014
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees6
Clients200
DateJan 2014
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees6
Clients200
DateSep 2013
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees5
Clients200
DateMay 2013
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees5
Clients200
DateMay 2013
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$88.6M
Discretionary$88.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--