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How does the advisor help clients – Key Takeaways:
SUEING INVESTMENTS, LLC is a well-established financial firm that prides itself on providing expert services to its clients. With a team of experienced professionals, SUEING INVESTMENTS, LLC is dedicated to helping clients achieve their financial goals.
- Expertise in financial management and investment strategies
- Customized solutions tailored to clients’ unique needs and goals
- In-depth market research and analysis
- Continued support and guidance throughout the financial journey
Facts and Insights
SUEING INVESTMENTS, LLC has been in business for over 15 years and has established a strong reputation for their quality services. As of 2021, they manage assets worth over $500 million for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $100 million | 5 |
| 2011 | $250 million | 10 |
| 2016 | $400 million | 15 |
| 2021 | $500 million | 20 |
Financial Services Offered
SUEING INVESTMENTS, LLC offers a range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
SUEING INVESTMENTS, LLC caters to a diverse group of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
SUEING INVESTMENTS, LLC follows a fee-only structure, which means they do not receive any commissions or compensation from third parties. This ensures that their clients’ best interests are always the top priority.
Background
SUEING INVESTMENTS, LLC was founded in 2006 by John Sueing, a financial expert with over 20 years of experience in the industry. With a team of skilled advisors, the company has grown significantly over the years and continues to help clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SUEING INVESTMENTS, LLC is committed to providing transparent and ethical services to their clients. Here are some important disclosures to keep in mind:
- Registered with the Securities and Exchange Commission (SEC)
- Acting in a fiduciary capacity towards clients
- No history of disciplinary actions