200 South Los Robles Avenue
Suite 510
Pasadena, California 91101
Tel: 626.584.6168
SCHNIEDERS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SCHNIEDERS CAPITAL MANAGEMENT, LLC. The firm was established in 05/31/2002. They have over 2 offices throughout the country.
SCHNIEDERS CAPITAL MANAGEMENT, LLC. is a Pasadena, California based Financial Planning firm with nearly $725,036,606 assets under management, offering retirement planning & investment advisory services to 1074 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 120952 |
SEC# | 801-61219 |
Assets Managed by Firm | $725,036,606 |
No. of Clients | 1074 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1074 | $725,036,606 |
Individuals (other than high net worth individuals) | 206 | $75,411,928 |
High net worth individuals | 153 | $569,066,599 |
Pension and profit sharing plans | 4 | $10,391,262 |
Charitable organizations | 1 | $1,491,690 |
Corporations or other businesses | 7 | $11,362,330 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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