Overview
Assets Under Management: $1.1 billion
Headquarters: SPARKS, MD
High-Net-Worth Clients: 277
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 277
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.80
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,057
Discretionary Accounts: 2,043
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 120666
Filing ID: 2005836
Last Filing Date: 2025-08-14 16:27:00
Website: https://schgroup.com