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Building 2B.A. SCHROCK WEALTH MANAGEMENT

Map pinWADSWORTH, OH
Phone330-473-1060
NotebookSEC #801-127681
Total AUM
$281.6M
Employees
6
Clients
706

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 COLLEGE STREET
WADSWORTH
OH 44281
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
330-473-1060

ReceiptFinancials

Total AUM
$281.6M
Accounts
1,377
Discretionary
$281.6M
Accounts
1,377
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
617
AUM
$143.7M
HNW Individual Clients
89
AUM
$137.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHOHOKPATX

HandshakeAffiliates

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

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