Be advised. This firm is no longer registered.

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
600 Fifth Avenue South, Suite 210, Naples, FL 34102
https://www.wscfunds.com/
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • 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
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.

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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