Schuylkill Financial, LLC

Schuylkill Financial, LLC (CRD# 143052) is a financial advisory firm headquartered in Wyomissing, PA. They manage $92,131,716 in 366 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

711 Spring Street, Wyomissing, PA 19610

https://www.linkedin.com/company/9699642/

By the Numbers

Total Assets Under Management

92

MILLION
Total Number of Accounts

366

ACCOUNTS
Average Account Value

$251,726

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Schuylkill Financial, LLC

Showing 1 - 2 of 2 top financial advisors.

Jason S. Lazurick

CRD#: 4782267

Downingtown, PA

Jason Lazurick (CRD# 4782267) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Downingtown, PA and has over 20 years of experience in the finance industry.

Christopher K. Makosch

CRD#: 4976405

711 Spring St., Wyomissing, PA 19610

Christopher Makosch (CRD# 4976405) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Wyomissing, PA and has over 18 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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