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SCHUBERT & COMPANY, INC.
5900 S. Lake Forest Drive
Suite 280
Mckinney, Texas 75070
Tel: 972-422-1010
About SCHUBERT & COMPANY, INC.
SCHUBERT & COMPANY, INC, formally registered with the SEC as SCHUBERT & COMPANY, INC. The firm was established in 04/27/2020. They have over 1 offices throughout the country.
SCHUBERT & COMPANY, INC. is a Mckinney, Texas based Financial Planning firm with nearly $332,704,803 assets under management, offering retirement planning & investment advisory services to 561 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 114702 |
| SEC# | 801-118534 |
| Assets Managed by Firm | $332,704,803 |
| No. of Clients | 561 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 561 | $332,704,803 |
| Individuals (other than high net worth individuals) | 53 | $16,147,227 |
| High net worth individuals | 42 | $274,481,571 |
| Pension and profit sharing plans | $1,347,969 | |
| Charitable organizations | 5 | $40,728,036 |
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|---|---|---|---|
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