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Building 2SCHWARZ INVESTMENT PARTNERS

Map pinSILVER LAKE, KS
Phone(785) 582-5805
NotebookSEC #801-123523
Total AUM
$184.9M
Employees
3
Clients
717

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
323 RAILROAD
SILVER LAKE
KS 66539
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
(785) 582-5805

ReceiptFinancials

Total AUM
$184.9M
Accounts
913
Discretionary
$184.9M
Accounts
913
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
693
AUM
$140.1M
HNW Individual Clients
21
AUM
$40.7M
Pension/Profit Sharing Plan Clients
1
AUM
$555.1K
Charitable Organization Clients
1
AUM
$194.7K
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSLAMONETX

HandshakeAffiliates

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

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