John F Suby Wealth Management LLC is a large advisory firm based in Madison. It manages $678.32 million of regulatory assets for 313 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Connecticut, and 5 other states.
John F Suby Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of John F Suby Wealth Management LLC is $678.32 million. The firm's AUM has grown by 1020% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay John F Suby Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of John F Suby Wealth Management is corporations or other businesses with 5 clients and $366.66 million of assets under management. Among the 7 most similar advisory firms, John F Suby Wealth Management has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $678.32 million for 312 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
John F Suby Wealth Management doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where John F Suby Wealth Management LLC performs its advisory services is located at 2901 West Beltline Hwy, Madison, WI 53713, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 608-273-3100. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at jfswealthmanagement.com.