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SCHORN WEALTH
33 South Indiana Avenue
Englewood, Florida 34223
Tel: 610 399-1500
About SCHORN WEALTH
SCHORN WEALTH, formally registered with the SEC as SCHORN WEALTH. The firm was established in 06/21/2019. They have over 3 offices throughout the country.
SCHORN WEALTH is a Englewood, Florida based Financial Planning firm with nearly $289,874,595 assets under management, offering retirement planning & investment advisory services to 1472 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304104 |
| SEC# | 801-116818 |
| Assets Managed by Firm | $289,874,595 |
| No. of Clients | 1472 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1472 | $289,874,595 |
| Individuals (other than high net worth individuals) | 771 | $152,760,488 |
| High net worth individuals | 68 | $124,186,953 |
| Pension and profit sharing plans | 4 | $12,547,690 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
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