APPLETON INVESTMENT MANAGEMENT INC.

APPLETON INVESTMENT MANAGEMENT INC. of HORTONVILLE, WI is an SEC-registered investment adviser (CRD 113576). Regulatory assets under management: $1.1M.

Registration

• CRD: 113576
• Type: Registered investment adviser
• Location: 209 EMILY WAY, HORTONVILLE, WI, 54944
• Phone: 9205409650
• Latest filing: 2026-04-27
• Regulatory AUM: $1.1M
• Discretionary AUM: $1.1M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113576 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search