JOHN F SUBY WEALTH MANAGEMENT LLC

2901 West Beltline Hwy
Suite 201
Madison, Wisconsin 53713
Tel: 608-273-3100

About JOHN F SUBY WEALTH MANAGEMENT LLC

JOHN F SUBY WEALTH MANAGEMENT LLC, formally registered with the SEC as JOHN F SUBY WEALTH MANAGEMENT LLC. The firm was established in 08/21/2009. They have over 2 offices throughout the country.

JOHN F SUBY WEALTH MANAGEMENT LLC is a Madison, Wisconsin based Financial Planning firm with nearly $1,750,916,698 assets under management, offering retirement planning & investment advisory services to 322 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150824
SEC#	801-70434
Assets Managed by Firm	$1,750,916,698
No. of Clients	322
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	322	$1,750,916,698
Individuals (other than high net worth individuals)	131	$75,863,182
High net worth individuals	64	$225,982,077
Pension and profit sharing plans	6	$31,820,360
Charitable organizations	12	$263,553,976
Corporations or other businesses	8	$1,153,697,103

Inquire with JOHN F SUBY WEALTH MANAGEMENT LLC

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