|
⚲
|
| Michael A Dubis Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 121419 |
| SEC # | 801-108044 |
| CIK # | |
| AUM | $195.5 MM (2023-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 608-827-6755 |
| Address | 8383 Greenway Blvd Middleton, WI 53562 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.2 |
| (b) Individuals (high net worth individuals) | 50 | 194.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 286 | 195.5 |
| By Discretionary | ||
| Discretionary | 286 | 195.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 286 | 195.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.5 | |
| Total | 286 | 195.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prism Financial Strategies LLC
✚
|
CO | 0.2 |
|
Capital Preservation Partners Inc
✚
|
NY | 0.2 |
|
Blake-Schutter Wealth Advisors LLC
✚
|
OH | 0.2 |
|
Silver Coast Investments LLC
✚
|
CA | 0.2 |
|
Anson Capital Inc
✚
|
GA | 0.2 |
|
Starfox Financial Services LLC
✚
|
TX | 0.2 |
|
Buttonwood Capital Management LLC
✚
|
AZ | 0.2 |
|
Morse Capital Partners LLC
✚
|
VA | 0.2 |
|
E A Horwitz LLC
✚
|
IL | 0.2 |
|
Carmel Capital Management LLC
✚
|
CA | 0.2 |