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EUBEL BRADY & SUTTMAN
MIAMISBURG, OH
937-291-1223
SEC #801-44694Total AUM
$2.1B
Employees
34Clients
816Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10100 INNOVATION DRIVE
SUITE 410
MIAMISBURG
OH 45342
United States
SUITE 410
MIAMISBURG
OH 45342
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
937-291-1223
Financials
Total AUM
$2.1B
Accounts
1,885Discretionary
$2.1B
Accounts
1,885Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
436AUM
$137.5M
HNW Individual Clients
319AUM
$1.1B
Investment Company Clients
1AUM
$573.8M
Pooled Vehicle Clients
5AUM
$112.2M
Pension/Profit Sharing Plan Clients
18AUM
$64.5M
Charitable Organization Clients
23AUM
$60.9M
Corporation or Business Clients
14AUM
$59.9M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.
Compliance
Disclosures
None reported
State Registrations
ALAZCAFLGAILINKYLAMINCNENHNVNYOHPASCTNTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.