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Schnieders Capital Management, LLC

EST. AUM
$1,061,760,422

CONTACTS
2

CLIENT ACCOUNTS
1,155

Firm Details

Metro area Los Angeles
CRD Number 120952
Website schniederscapital.com
Client types

Overview

Schnieders Capital Management (SCM) is a financial advisory firm that provides investment management services for individuals and institutions. SCM creates portfolios designed to align with clients' financial goals, risk preferences, and income requirements. The firm enables clients to work directly with experienced professionals responsible for investment decisions. It offers both discretionary and non-discretionary services, focusing on financial plans and portfolios tailored to individual needs. SCM uses technology to analyze companies and structure portfolios. Clients have access to their portfolios online at any time, as well as regular updates through monthly statements and quarterly reports. The firm's approach emphasizes long-term investment strategies and maintaining client relationships across different generations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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