JOHN F SUBY WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2009

Total AUM

$465M

Discretionary

$435M

93% of AUM

Avg account

$1.6M

Accounts

287

Employees

Advisory reps

Firm details

Headquarters: MADISON, Wisconsin
CRD number: 150824
Registered since: August 21, 2009
Website: www.jfswealthmanagement.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.75%
Individuals21.68%
Pension & Profit Sharing Plans6.52%
Charitable Organizations2.48%
Corporations / Businesses1.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

John F Suby Wealth Management LLC is an independent, SEC-registered advisory firm that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management across households, small businesses and institutions, and it also selects third-party managers when appropriate. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.