DEBUEY, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MEQUON, Wisconsin
CRD number
286154

Firm profile

FINTRX

Overview

Debuey, LLC is a limited liability company that operates in the financial advisory space. The firm does not classify itself under a specific category, which suggests a flexible approach to its investment activities. While it does not actively engage in capital allocation or serve as a pension consultant, it has established a presence in the venture capital sector. The firm does not focus on environmental, social, and governance (ESG) investments, indicating a potential preference for traditional investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • TIMOTHY DYER

    PartnerCRD 1187330

  • JOHN ROTHSTEIN

    MemberCRD 6940242

  • MARK FITZGERALD

    PartnerCRD 1627016

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MEQUON, WI

OZAUKEE

Location

MEQUON, WI

Headquartered in MEQUON, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
OZAUKEE
Address
10936 N Port Washington Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth