Jeffrey M. Schroeder, P.a.
Jeffrey M. Schroeder, P.a. (CRD# 142321) is a financial advisory firm headquartered in Longwood, FL. They manage $22,535,747 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Jeffrey M. Schroeder, P.a.
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts46ACCOUNTS
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Average Account Value$489,908
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Jeffrey M. Schroeder, P.a.
No Advisor Found.
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