Overview
Assets Under Management: $125 million
High-Net-Worth Clients: 208
Average Client Assets: $600,518
Frequently Asked Questions
SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, 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 #112547), SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC serves 208 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC manages $125 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 208
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $600,518
Total Client Accounts: 208
Discretionary Accounts: 208
Regulatory Filings
CRD Number: 112547
Filing ID: 2025705
Last Filing Date: 2025-11-04 17:39:42
Website: 2