|
⚲
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| John F Suby Wealth Management LLC
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|
|
|---|---|
| CRD # | 150824 |
| SEC # | 801-70434 |
| CIK # | |
| AUM | $1.8 BB (2023-03-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 608-273-3100 |
| Address | 2901 West Beltline Hwy Madison, WI 53713 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 0.1 |
| (b) Individuals (high net worth individuals) | 64 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 12 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 322 | 1.8 |
| By Discretionary | ||
| Discretionary | 316 | 1.7 |
| Non-Discretionary | 6 | 0.0 |
| Total | 322 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 322 | 1.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Redwood Investments LLC
✚
|
MA | 1.8 |
|
Arkadios Wealth Advisors LLC
✚
|
GA | 1.8 |
|
Washington Trust Advisors Inc
✚
|
MA | 1.8 |
|
Icon Wealth Advisors LLC
✚
|
TX | 1.8 |
|
JAG Capital Management LLC
✚
|
MO | 1.8 |
|
Arbion Limited
✚
|
1.8 | |
|
The Edgar Lomax Company
✚
|
VA | 1.8 |
|
Compass Capital Management Inc
✚
|
MN | 1.8 |
|
Comperio Retirement Consulting Inc
✚
|
NC | 1.7 |
|
Parcion Private Wealth LLC
✚
|
WA | 1.7 |