|
⚲
|
| John F Suby Wealth Management LLC
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| |
|---|---|
| CRD # | 150824 |
| SEC # | 801-70434 |
| CIK # | |
| AUM | $2.0 BB (2024-03-12) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 608-273-3100 |
| Address | 2901 West Beltline Hwy Madison, WI 53713 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 0.1 |
| (b) Individuals (high net worth individuals) | 63 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 8 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 207 | 2.0 |
| By Discretionary | ||
| Discretionary | 202 | 2.0 |
| Non-Discretionary | 5 | 0.0 |
| Total | 207 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 207 | 2.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
First Endowment Development Corp
✚
|
TX | 2.0 |
|
IPEX Inc
✚
|
MI | 2.0 |
|
Drive Wealth Management LLC
✚
|
UT | 2.0 |
|
Frank Rimerman Advisors LLC
✚
|
CA | 2.0 |
|
Freedom Investment Management Inc
✚
|
CT | 2.0 |
|
Rothschild Investment LLC
✚
|
IL | 2.0 |
|
Sisung Investment Management Services LLC
✚
|
LA | 2.0 |
|
Shufro Rose & Co LLC
✚
|
NY | 2.0 |
|
van Hulzen Asset Management LLC
✚
|
CA | 2.0 |
|
Windsor Advisory Group LLC
✚
|
OH | 2.0 |