Schroeder Capital Management, LLC

Schroeder Capital Management, LLC (CRD# 119936) is a financial advisory firm headquartered in Lafayette, CA. They manage $55,953,243 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3620 Happy Valley Road, Suite 203, Lafayette, CA 94549
https://www.schroeder-capital.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $559,532
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, VA

Financial Advisors at Schroeder Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jagat Pokharel, financial advisor Lafayette CA
Jagat Pokharel
CRD#: 6385600
3620 Happy Valley Road, Suite 203, Lafayette, CA 94549

Jagat Pokharel (CRD# 6385600) is an Investment Advisor Representative working at Schroeder Capital Management, LLC in Lafayette, CA and has over 9 years of experience in the finance industry.

2
George Schroeder, financial advisor Lafayette CA
George F. Schroeder
CRD#: 2547019
3620 Happy Valley Road, Suite 203, Lafayette, CA 94556

George Schroeder (CRD# 2547019) is an Investment Advisor Representative working at Schroeder Capital Management, LLC in Lafayette, CA and has over 29 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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