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Home > Retirement Planners > wisconsin > middleton > MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
8383 Greenway Blvd.
Suite 600
Middleton, Wisconsin 53562
Tel: 608-827-6755
About MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
MICHAEL A DUBIS FINANCIAL PLANNING, LLC, formally registered with the SEC as MICHAEL A DUBIS FINANCIAL PLANNING, LLC. The firm was established in 07/05/2016. They have over 2 offices throughout the country.
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC is a Middleton, Wisconsin based Financial Planning firm with nearly $228,901,454 assets under management, offering retirement planning & investment advisory services to 302 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121419 |
| SEC# | 801-108044 |
| Assets Managed by Firm | $228,901,454 |
| No. of Clients | 302 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 302 | $228,901,454 |
| Individuals (other than high net worth individuals) | 2 | $1,245,003 |
| High net worth individuals | 52 | $227,656,451 |
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|---|---|---|---|
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| $35,460,961,000 | 350 | 64 | |
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