Schuylkill Financial, LLC
Schuylkill Financial, LLC (CRD# 143052) is a financial advisory firm headquartered in Wyomissing, PA. They manage $47,800,913 in 99 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$482,838
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Christopher Makosch (CRD# 4976405) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Wyomissing, PA and has over 12 years of experience in the finance industry. Christopher Makosch 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.
Jason Lazurick (CRD# 4782267) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Downingtown, PA and has over 14 years of experience in the finance industry.