John F Suby Wealth Management LLC

RIASEC RegisteredEst. 2009

Total AUM

$465M

Discretionary

$435M

93% of AUM

Avg account

$1.6M

Accounts

287

Employees

Advisory reps

Firm details

Headquarters: Madison, Wisconsin
CRD number: 150824
Registered since: August 21, 2009
Website: www.jfswealthmanagement.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.75%
Individuals21.68%
Pension & Profit Sharing Plans6.52%
Charitable Organizations2.48%
Corporations / Businesses1.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

John F Suby Wealth Management LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2009. The firm positions itself as a capital allocator serving individuals, families and institutional clients. It provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and also advises on manager selection. Compensation is flexible: the firm charges based on a percentage of assets under management and can bill hourly or via fixed fees. John F Suby Wealth Management does not report active ESG investing and identifies an accountant among its industry affiliations.