Schnieders Capital Management, LLC

Schnieders Capital Management, LLC (CRD# 120952) is a financial advisory firm headquartered in Pasadena, CA. They manage $506,564,764 in 733 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    507
    MILLION
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $691,084
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, TX, WA

Financial Advisors at Schnieders Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James F. Schnieders
CRD#: 2751181
Pasadena, CA
96
Wealthminder
score

James Schnieders (CRD# 2751181) is an Investment Advisor Representative working at Schnieders Capital Management, LLC in Pasadena, CA and has over 20 years of experience in the finance industry.

2
John C. Schnieders
CRD#: 2751186
201 South Lake Avenue, Suite 303, Pasadena, CA 91101
96
Wealthminder
score

John Schnieders (CRD# 2751186) is an Investment Advisor Representative working at Schnieders Capital Management, LLC in Pasadena, CA and has over 20 years of experience in the finance industry. John Schnieders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William H. Schnieders
CRD#: 414570
210 South Lake Avenue, Suite 303, Pasadena, CA 91107
93
Wealthminder
score

William Schnieders (CRD# 414570) is an Investment Advisor Representative working at Schnieders Capital Management, LLC in Pasadena, CA and has over 33 years of experience in the finance industry.

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