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Building 2SCHRODER WEALTH MANAGEMENT (US) LIMITED

Map pinLONDON
Phone00 44 (0)20 7658 6000
NotebookSEC #801-110948
Total AUM
$1.4B
Employees
9
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 LONDON WALL PLACE
LONDON
EC2Y 5AU
United Kingdom
Operating Hours
9.00AM - 5.00PM
Monday - Friday
Phone
00 44 (0)20 7658 6000

ReceiptFinancials

Total AUM
$1.4B
Accounts
272
Discretionary
$1.1B
Accounts
263
Non-Discretionary
$287.3M
Accounts
9

ContactClients

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HNW Individual Clients
252
AUM
$976.7M
Corporation or Business Clients
20
AUM
$425.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAILKYMAMDMENHNJNVNYORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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