NEWMAN SCHIMEL
Total AUM
$319.6M
Employees
2Clients
391Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
740 WAUKEGAN ROAD
SUITE 205
DEERFIELD
IL 60015
United States
SUITE 205
DEERFIELD
IL 60015
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Monday - Friday
Phone
847-317-9350
Financials
Total AUM
$319.6M
Accounts
894Discretionary
$285.4M
Accounts
843Non-Discretionary
$34.2M
Accounts
51
Clients
Individual Clients
284AUM
$68.2M
HNW Individual Clients
105AUM
$246.9M
Pension/Profit Sharing Plan Clients
1AUM
$2.5M
Corporation or Business Clients
1AUM
$2.1M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLILNHNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.