Overview
Assets Under Management: $124 million
Headquarters: WYOMISSING, PA
High-Net-Worth Clients: 49
Average Client Assets: $1.8 million
Frequently Asked Questions
SCHUYLKILL FINANCIAL, 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 #143052), SCHUYLKILL FINANCIAL, LLC is subject to fiduciary duty under federal law.
SCHUYLKILL FINANCIAL, LLC is headquartered in WYOMISSING, PA.
SCHUYLKILL FINANCIAL, LLC serves 49 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, SCHUYLKILL FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SCHUYLKILL FINANCIAL, LLC manages $124 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, SCHUYLKILL FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.70%
Average Client Assets: $1.8 million
Total Client Accounts: 367
Discretionary Accounts: 367
Regulatory Filings
CRD Number: 143052
Filing ID: 2068444
Last Filing Date: 2026-03-09 15:23:51