Overview
Assets Under Management: $775 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 144
Average Client Assets: $2.1 million
Frequently Asked Questions
SCHENCK INVESTMENT SOLUTIONS LLC 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 #112997), SCHENCK INVESTMENT SOLUTIONS LLC is subject to fiduciary duty under federal law.
SCHENCK INVESTMENT SOLUTIONS LLC is headquartered in APPLETON, WI.
SCHENCK INVESTMENT SOLUTIONS LLC serves 144 high-net-worth clients according to their SEC filing dated December 05, 2017. View client details ↓
According to their SEC Form ADV, SCHENCK INVESTMENT SOLUTIONS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SCHENCK INVESTMENT SOLUTIONS LLC manages $775 million in client assets according to their SEC filing dated December 05, 2017.
According to their SEC Form ADV, SCHENCK INVESTMENT SOLUTIONS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.69%
Average Client Assets: $2.1 million
Total Client Accounts: 1,113
Discretionary Accounts: 899
Non-Discretionary Accounts: 214
Regulatory Filings
CRD Number: 112997
Filing ID: 1155081
Last Filing Date: 2017-12-05 16:52:00