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WILLIAM J. SUMSKI

SUMSKI, WILLIAM JOSEPH

CRD 144807

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$12.0M

Discretionary AUM

$0

Team

1 total employees; 0 advisory reps; 39 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-02-02

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals39$12.0M

All web addresses on file

Official SEC filing: View on IAPD