Overview
Assets Under Management: $979 million
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 218
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 218
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.57
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,810
Non-Discretionary Accounts: 1,810
Regulatory Filings
CRD Number: 110110
Filing ID: 1955565
Last Filing Date: 2025-03-30 11:22:00
Website: https://schaeferfinancial.com