Be advised. This firm is no longer registered.

Schaller Investment Group, Inc.

Schaller Investment Group, Inc. (CRD# 107297) is a financial advisory firm headquartered in Winston Salem, NC. They manage $176,187,832 in 98 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
119 Brookstown Avenue, Suite 306, Winston Salem, NC 27101
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $1,797,835
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NC

Financial Advisors at Schaller Investment Group, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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