Overview
Assets Under Management: $8.3 billion
Headquarters: NAPLES, FL
High-Net-Worth Clients: 1,723
Average Client Assets: $2.5 million
Frequently Asked Questions
WASMER, SCHROEDER & COMPANY, 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 #105323), WASMER, SCHROEDER & COMPANY, LLC is subject to fiduciary duty under federal law.
WASMER, SCHROEDER & COMPANY, LLC is headquartered in NAPLES, FL.
WASMER, SCHROEDER & COMPANY, LLC serves 1,723 high-net-worth clients according to their SEC filing dated October 05, 2018. View client details ↓
According to their SEC Form ADV, WASMER, SCHROEDER & COMPANY, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WASMER, SCHROEDER & COMPANY, LLC manages $8.3 billion in client assets according to their SEC filing dated October 05, 2018.
According to their SEC Form ADV, WASMER, SCHROEDER & COMPANY, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,723
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.82%
Average Client Assets: $2.5 million
Total Client Accounts: 4,200
Discretionary Accounts: 4,136
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 105323
Filing ID: 1244328
Last Filing Date: 2018-10-05 13:56:00