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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 $195,462,425 assets under management, offering retirement planning & investment advisory services to 286 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 | $195,462,425 |
| No. of Clients | 286 |
| No. of Advisors | 1 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 286 | $195,462,425 |
| Individuals (other than high net worth individuals) | 2 | $1,186,034 |
| High net worth individuals | 50 | $194,276,391 |
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