No longer SEC-registered. Michael a. Dubis Financial Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$272.5M
Employees
1
Accounts
327
Location
Middleton, WI
Michael a. Dubis Financial Planning, LLC assets under management
Michael a. Dubis Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Middleton, WI. It reports $272.5 million in regulatory assets under management and employs 1 people.
How much does Michael a. Dubis Financial Planning, LLC manage?
Michael a. Dubis Financial Planning, LLC reports $272.5 million in regulatory assets under management on its Form ADV.
How many employees does Michael a. Dubis Financial Planning, LLC have?
Michael a. Dubis Financial Planning, LLC reports 1 employees.
Where is Michael a. Dubis Financial Planning, LLC located?
Michael a. Dubis Financial Planning, LLC is based in Middleton, WI.
Does Michael a. Dubis Financial Planning, LLC disclose fund performance?
Michael a. Dubis Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
8383 Greenway Blvd., Suite 600, Middleton, WI 53562