About Thomas G. Plumb of SVA PLUMB WEALTH
Thomas G. Plumb is Elected Manager/President/Ceo at Sva Plumb Wealth Management Llc and has been affiliated with Sva Plumb Wealth Management Llc since March-2011.
Sva Plumb Wealth Management Llc is an investment advisor that manages 2 BN dollars in regulatory AUM and has 66 employees, of which 43 perform investment advisory functions. The managers's latest filing has disclosed 1BN in positions, which represents 59% of the manager's regulatory AUM.
For more on Sva Plumb Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Sva Plumb Wealth Management Llc is an investment advisor that manages 2 BN dollars in regulatory AUM and has 66 employees, of which 43 perform investment advisory functions. The managers's latest filing has disclosed 1BN in positions, which represents 59% of the manager's regulatory AUM.
For more on Sva Plumb Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
SVA PLUMB WEALTH StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.1%/yr
Co-workers of Thomas G. Plumb at SVA PLUMB WEALTH
| Name | Title | In Position Since |
|---|
| Raymond H. Boysen | Elected Manager/Vice President | March-2011 |
| Timothy R. Obrien | Elected Manager/Vice President | March-2011 |
| Kathryn L. Norton | Elected Manager/Treasurer | March-2011 |
| Brian H. Reamer | Vice President | January-2012 |
| Connie M. Redman | Chief Compliance Officer | April-2012 |
| Carl E. Schultz | Elected Manager/Chairperson | June-2013 |
| Kurt G. Krumholz | Elected Manager/Vice President | March-2014 |
Fundamental & Technical Factor Exposure
|
Symmetric Rankings Have Been Featured In |
|
|
|
|
Thomas G. Plumb Office Address
1221 JOHN Q HAMMONS DRIVE
MADISON, Wisconsin
UNITED STATES, 53717-4966
MADISON, Wisconsin
UNITED STATES, 53717-4966
Thomas G. Plumb Contact Information
Phone Number: 608-824-8800
Fax Number: 608-824-2101
Website: http://www.svaplumb.com
Fax Number: 608-824-2101
Website: http://www.svaplumb.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here