CRD: 150824
John F Suby Wealth Management LLC
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- Custodian
- Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2009
- Office Locations
- 2
Office Locations
About John F Suby Wealth Management LLC
John F. Suby Wealth Management is an RIA providing comprehensive, long-term wealth management for individuals and families, pairing investment management and monitoring with retirement planning, estate plan review, and financial statement review. The firm emphasizes values- and life stage-based planning, including philanthropic and legacy goals, and builds portfolios primarily with ETFs and mutual funds. Custody includes Northern Trust.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW JOHN SUBY
Chief Compliance Officer, Principal
- CRD
- #4537862
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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AMY ELIZABETH BUTRYMOWICZ
--
- CRD
- #6021651
NICHOLAS JAY TOMAN
--
- CRD
- #2218676
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $434,582,137 | $1,530,219 |
| Non-Discretionary | $30,299,103 | $10,099,701 |
| Total | $464,881,240 | $1,619,795 |
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Separately Managed Accounts
Total SMA Asset: $464,881,240
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,928,969,729 | 37.2% |
| Cash | $1,363,760,856 | 26.3% |
| Public Funds | $1,892,671,911 | 36.5% |
| Total | $5,185,402,496 | 100.0% |