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SCHNIEDERS CAPITAL MANAGEMENT, LLC.

200 South Los Robles Avenue
Suite 510
Pasadena, California 91101
Tel: 626.584.6168

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About SCHNIEDERS CAPITAL MANAGEMENT, LLC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#120952
SEC#801-61219
Assets Managed by Firm$725,036,606
No. of Clients1074
No. of Advisors7

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1074$725,036,606
Individuals (other than high net worth individuals)206$75,411,928
High net worth individuals153$569,066,599
Pension and profit sharing plans4$10,391,262
Charitable organizations1$1,491,690
Corporations or other businesses7$11,362,330

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