SUEING INVESTMENTS, LLC

Overview

Sueing Investments, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates under a limited liability company structure and is owned by an individual. With a client base primarily consisting of individuals and families, Sueing Investments employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not engage in capital allocation or act as a pension consultant, and it is not classified as a multi-state adviser. While Sueing Investments is not an active ESG investor, it does conduct educational seminars and workshops to enhance client knowledge and engagement.

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Public Holdings

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Location & Offices