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Building 2WASMER SCHROEDER

Map pinNAPLES, FL
Phone239-263-6877
NotebookSEC #801-32554
Total AUM
$66.5M
Employees
10
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 FIFTH AVENUE SOUTH
SUITE 210
NAPLES
FL 34102
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
239-263-6877

ReceiptFinancials

Total AUM
$66.5M
Accounts
1
Discretionary
$66.5M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$66.5M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFL

HandshakeAffiliates

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

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