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Building 2SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC

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Phone503-672-7750
NotebookSEC #801-63384
Total AUM
$128.5M
Employees
2
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
503-672-7750
Other Offices
2

ReceiptFinancials

Total AUM
$128.5M
Accounts
392
Discretionary
$128.5M
Accounts
392
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
246
AUM
$34.2M
HNW Individual Clients
146
AUM
$94.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC False Statement Finding
State Registrations
CAFLIDNEORWA

HandshakeAffiliates

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

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