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Appleton Partners, Inc

Investment Management

Specialities :
Customized separate accounts
Municipal strategies
Taxable fixed income strategies
And comprehensive private wealth management
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Employees
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Frequently Asked Questions About Appleton Partners, Inc

What does Appleton partners, inc do?+

As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a one-size-fits-all mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned...

What are Appleton partners, inc's specialties? +

Customized separate accounts,municipal strategies,taxable fixed income strategies,and comprehensive private wealth management

What is Appleton partners, inc's industry? +

Appleton partners, inc operates in the Investment management industry.

What is Appleton partners, inc's revenue? +

Appleton partners, inc's revenue is 11m - 100m

What is Appleton partners, inc's company size? +

Appleton partners, inc has 51 - 200 employees.

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