2901 West Beltline Hwy
Suite 201
Madison, Wisconsin 53713
Tel: 608-273-3100
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
$247,790,348,025 | 316065 | 4071 | |
$128,675,520,784 | 272 | 483 | |
$32,032,395,000 | 361 | 62 | |
$25,569,711,808 | 27 | 12 |
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