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Building 2SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

Map pinSAINT AUGUSTINE, FL
Phone904-825-0422
NotebookSEC #801-122172
Total AUM
$185.9M
Employees
3
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3940 LEWIS SPEEDWAY
SUITE 2201
SAINT AUGUSTINE
FL 32084
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
904-825-0422
Other Offices
1

ReceiptFinancials

Total AUM
$185.9M
Accounts
355
Discretionary
$185.8M
Accounts
354
Non-Discretionary
$102.2K
Accounts
1

ContactClients

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Individual Clients
136
AUM
$48.3M
HNW Individual Clients
32
AUM
$135.6M
Corporation or Business Clients
5
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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