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SCHUBERT & COMPANY, INC.

5900 S. Lake Forest Drive
Suite 280
Mckinney, Texas 75070
Tel: 972-422-1010

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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 $403,452,921 assets under management, offering retirement planning & investment advisory services to 603 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#114702
SEC#801-118534
Assets Managed by Firm$403,452,921
No. of Clients603
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (FAMILY OFFICE AND TRUST SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total603$403,452,921
Individuals (other than high net worth individuals)45$10,821,106
High net worth individuals55$340,614,210
Pension and profit sharing plansFewer than 5 clients$1,563,188
Charitable organizations6$50,454,417

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