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Home > Retirement Planners > illinois > springfield > SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
3000 Professional Dr.
Ste 201
Springfield, Illinois 62703
Tel: 217-753-4020
About SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC. The firm was established in 02/15/2012. They have over 1 offices throughout the country.
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC is a Springfield, Illinois based Financial Planning firm with nearly $623,962,646 assets under management, offering retirement planning & investment advisory services to 1974 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159255 |
| SEC# | 801-73087 |
| Assets Managed by Firm | $623,962,646 |
| No. of Clients | 1974 |
| No. of Advisors | 10 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1974 | $623,962,646 |
| Individuals (other than high net worth individuals) | 391 | $174,532,700 |
| High net worth individuals | 143 | $392,096,850 |
| Pension and profit sharing plans | 10 | $35,943,327 |
| Charitable organizations | 9 | $21,389,769 |
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