Schroder Wealth Management (us) Limited

Schroder Wealth Management (us) Limited (CRD# 289151) is a financial advisory firm headquartered in London, . They manage $790,083,432 in 179 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
1 London Wall Place, London, EC2Y
http://www.schroders.com/en/us/wealth-management
By the Numbers
  • Total Assets Under Management
    790
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $4,413,874
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, DE, FL, IL, KY, MA, NC, NJ, NV, NY, OR, PA, TX, UT, VT, WA

Financial Advisors at Schroder Wealth Management (us) Limited
Showing 1 - 3 of 3 top financial advisors.
1
Michael Greenwood, financial advisor London
Michael G. Greenwood
CRD#: 6132751
1 London Wall Place, London, EC2Y

Michael Greenwood (CRD# 6132751) is an Investment Advisor Representative working at Schroder Wealth Management (us) Limited in London, and has over 11 years of experience in the finance industry.

2
Martin Heale, financial advisor London
Martin J. Heale
CRD#: 5988627
1 London Wall Place, London, EC2Y

Martin Heale (CRD# 5988627) is an Investment Advisor Representative working at Schroder Wealth Management (us) Limited in London, and has over 12 years of experience in the finance industry.

3
Janette Saxer, financial advisor London
Janette C. Saxer
CRD#: 5691600
1 London Wall Place, London, EC2Y

Janette Saxer (CRD# 5691600) is an Investment Advisor Representative working at Schroder Wealth Management (us) Limited in London, and has over 15 years of experience in the finance industry.

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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