The Appleton Group LLC: Detailed Company Information & Corporate Profile
Summary
The Appleton Group LLC is a U.S. based independent firm focused on portfolio management services. With fewer than ten professionals, the company operates within a revenue range of $1 to $10 million and serves clients in the Green Bay Metropolitan Area.
Its activities are classified under SIC codes 6189, 6199, 6411, and 6282, reflecting its diverse financial expertise. Leadership includes Phillip Knisely, who advises private clients and employer plans, and Juan De Leon, who oversees quality assurance and control.
| The Appleton Group LLC Website | appletongrouponline.com |
| Phone Number | 920.993.7727 |
| Industries | |
| Company Size | 1-10 employees |
| SIC Code | 6189, 6199, 6411, 6282 |
| NAICS Code | 523920 Portfolio Management, 523930 Investment Advice, 524210 Insurance Agencies and Brokerages, 524291 Claims Adjusting, 524292 Third Party Administration of Insurance and Pension Funds, 524298 All Other Insurance Related Activities |
| DMA Code | Green Bay Metropolitan Area |
| Estimated Annual Revenue | $1 - 10M |
| Operating Status | Independent Company |
| Updated: | 2026-10-27 |
Workforce Turnover
Length of Employment
The Appleton Group LLC's workforce includes employees across a wide range of tenure levels.
100% have been with the company for more than 11 years
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The Appleton Group LLC Corporate Information: FAQ
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