Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What credentials, experience and expertise does Sumnicht & Associates, LLC possess?

April 26, 2017Associates credentials experience expertise LLC possess

0

Posted

What credentials, experience and expertise does Sumnicht & Associates, LLC possess?

1 Answer

0

Posted

Sumnicht & Associates advises clients whose aggregate assets under management is $270 million (as of 12/31/2008) and employs a professional staff of ten with numerous qualifications, including two Chartered Financial Analysts (CFA), one Chartered Alternative Investment Analyst (CAIA), three Certified Public Accountants (CPA), two Certified Financial Planners (CFP) and four MBAs.