James Schnieders (CRD# 2751181) is an Investment Advisor Representative working at Schnieders Capital Management, LLC in Pasadena, CA and has over 27 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schnieders Capital Management, LLC | Pasadena, CA | May 2002 - Current | 21 |
| Independence Capital Management, LLC | Pasadana, CA | Nov 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
- CA
- TX
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Total Assets Under Management725MILLIONS
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Total Number of Accounts1,074ACCOUNTS
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Average Account Value$675,081
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, MT, NV, NY, TX, WA
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