Tech stack
No one at Sumnicht & Associates, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Sumnicht & Associates, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Northern Trust
Per Form ADV · $154M held · filed Mar 2024
SEI
Per Form ADV · $59M held · filed Mar 2024
Portfolio Management
Digital Marketing
