Wasmer Schroeder
Wasmer Schroeder (CRD# 105323) is a financial advisory firm headquartered in Naples, FL. They manage $66,501,637 in 1 accounts and serve the financial needs of clients across 49 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management67MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$66,501,637
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Financial Advisors at Wasmer Schroeder
No Advisor Found.
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