Overview
Assets Under Management: $272 million
Headquarters: DEERFIELD, IL
High-Net-Worth Clients: 79
Average Client Assets: $2.5 million
Frequently Asked Questions
NEWMAN SCHIMEL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142255), NEWMAN SCHIMEL is subject to fiduciary duty under federal law.
NEWMAN SCHIMEL is headquartered in DEERFIELD, IL.
NEWMAN SCHIMEL serves 79 high-net-worth clients according to their SEC filing dated January 25, 2018. View client details ↓
According to their SEC Form ADV, NEWMAN SCHIMEL offers portfolio management for individuals. View all service details ↓
NEWMAN SCHIMEL manages $272 million in client assets according to their SEC filing dated January 25, 2018.
According to their SEC Form ADV, NEWMAN SCHIMEL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.10%
Average Client Assets: $2.5 million
Total Client Accounts: 853
Discretionary Accounts: 758
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 142255
Filing ID: 1165762
Last Filing Date: 2018-01-25 16:04:00