Newman Schimel

Newman Schimel (CRD# 142255) is a financial advisory firm headquartered in Deerfield, IL. They manage $230,098,425 in 775 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $296,901
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL

Financial Advisors at Newman Schimel
Showing 1 - 2 of 2 top financial advisors.
1
Jack L. Newman
CRD#: 2514297
740 Waukegan Road, Suite 205, Deerfield, IL 60015
93
Wealthminder
score

Jack Newman (CRD# 2514297) is an Investment Advisor Representative working at Newman Schimel in Deerfield, IL and has over 22 years of experience in the finance industry.

2
Bryan J. Schimel
CRD#: 4512312
740 Waukegan Road, Suite 205, Deerfield, IL 60015
73
Wealthminder
score

Bryan Schimel (CRD# 4512312) is an Investment Advisor Representative working at Newman Schimel in Deerfield, IL and has over 14 years of experience in the finance industry.

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