Schooner Investment Group LLC

Schooner Investment Group LLC (CRD# 146551) is a financial advisory firm headquartered in Wayne, PA. They manage $318,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    318
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $159,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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.

PA

Financial Advisors at Schooner Investment Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory R. Levinson
CRD#: 2224846
676 E. Swedesford Rd, Ste 130, Wayne, PA 19087
93
Wealthminder
score

Gregory Levinson (CRD# 2224846) is an Investment Advisor Representative working at Schooner Investment Group LLC in Wayne, PA and has over 23 years of experience in the finance industry.

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