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Building 2SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Map pinPASADENA, CA
Phone626.584.6168
NotebookSEC #801-61219
Total AUM
$1.1B
Employees
8
Clients
481

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SOUTH LOS ROBLES AVENUE
SUITE 510
PASADENA
CA 91101
United States
Operating Hours
6:30 AM - 4:00 PM
Monday - Friday
Phone
626.584.6168
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,155
Discretionary
$1B
Accounts
1,102
Non-Discretionary
$47.9M
Accounts
53

ContactClients

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Individual Clients
276
AUM
$100.6M
HNW Individual Clients
183
AUM
$867M
Pension/Profit Sharing Plan Clients
5
AUM
$17M
Charitable Organization Clients
3
AUM
$2.1M
Corporation or Business Clients
8
AUM
$4.8M
Other Clients
6
AUM
$70.2M
Description of Other Clients
FOUNDATIONS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDMTNVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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