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Building 2MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

Map pinMIDDLETON, WI
Phone608-827-6755
NotebookSEC #801-108044
Total AUM
$272.5M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8383 GREENWAY BLVD.
SUITE 600
MIDDLETON
WI 53562
United States
Operating Hours
VARIOUS
Monday - Friday
Phone
608-827-6755
Other Offices
1

ReceiptFinancials

Total AUM
$272.5M
Accounts
327
Discretionary
$272.5M
Accounts
327
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$818.5K
HNW Individual Clients
53
AUM
$271.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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