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EUBEL BRADY & SUTTMAN

10100 Innovation Drive
Suite 410
Miamisburg, Ohio 45342
Tel: 937-291-1223

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About EUBEL BRADY & SUTTMAN

EUBEL BRADY & SUTTMAN, formally registered with the SEC as EUBEL BRADY & SUTTMAN. The firm was established in 09/09/1993. They have over 1 offices throughout the country.

EUBEL BRADY & SUTTMAN is a Miamisburg, Ohio based Financial Planning firm with nearly $1,975,010,865 assets under management, offering retirement planning & investment advisory services to 1792 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107316
SEC#801-44694
Assets Managed by Firm$1,975,010,865
No. of Clients1792
No. of Advisors33

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1792$1,975,010,865
Individuals (other than high net worth individuals)450$135,503,915
High net worth individuals287$832,434,902
Pension and profit sharing plans24$61,373,848
Charitable organizations16$52,947,922
Corporations or other businesses19$242,787,836

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