Overview
Assets Under Management: $790 million
High-Net-Worth Clients: 208
Average Client Assets: $3 million
Frequently Asked Questions
SCHRODER WEALTH MANAGEMENT (US) LIMITED 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 #289151), SCHRODER WEALTH MANAGEMENT (US) LIMITED is subject to fiduciary duty under federal law.
SCHRODER WEALTH MANAGEMENT (US) LIMITED serves 208 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, SCHRODER WEALTH MANAGEMENT (US) LIMITED offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SCHRODER WEALTH MANAGEMENT (US) LIMITED manages $790 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, SCHRODER WEALTH MANAGEMENT (US) LIMITED serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 208
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 179
Discretionary Accounts: 167
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 289151
Last Filing Date: 2024-03-28 00:00:00
Website: https://schroders.com