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Building 2SCHORN WEALTH

Map pinENGLEWOOD, FL
Phone610 399-1500
NotebookSEC #801-116818
Total AUM
$392.4M
Employees
9
Clients
721

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 SOUTH INDIANA AVENUE
ENGLEWOOD
FL 34223
United States
Operating Hours
9-5
Monday - Friday
Phone
610 399-1500
Other Offices
3

ReceiptFinancials

Total AUM
$392.4M
Accounts
1,409
Discretionary
$346.6M
Accounts
1,120
Non-Discretionary
$45.8M
Accounts
289

ContactClients

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Individual Clients
614
AUM
$150.8M
HNW Individual Clients
98
AUM
$221.7M
Pension/Profit Sharing Plan Clients
8
AUM
$19.5M
Government Entity Clients
1
AUM
$457.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACTDEFLMDNCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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