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Home > Retirement Planners > florida > saint augustine > SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
3940 Lewis Speedway
Suite 2201
Saint Augustine, Florida 32084
Tel: 904-825-0422
About SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as SCHRUM PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 08/30/2021. They have over 2 offices throughout the country.
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC is a Saint Augustine, Florida based Financial Planning firm with nearly $146,854,233 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312164 |
| SEC# | 801-122172 |
| Assets Managed by Firm | $146,854,233 |
| No. of Clients | 274 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
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 Clients | AUM | |
|---|---|---|
| Firm Total | 274 | $146,854,233 |
| Individuals (other than high net worth individuals) | 73 | $17,378,374 |
| High net worth individuals | 51 | $129,475,859 |
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