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James Frederick Schlager

RUNNING POINT CAPITAL ADVISORS LLC·EL SEGUNDO, California
Unclaimed Profile
101 NORTH PACIFIC COAST HIGHWAY, EL SEGUNDO, CA 90245CRD# 1944421Firm CRD# 306275
01

About

James Frederick Schlager is a registered financial advisor based in EL SEGUNDO, California, affiliated with RUNNING POINT CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RUNNING POINT CAPITAL ADVISORS LLC
RUNNING POINT CAPITAL ADVISORS LLC
AUM
$509M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1944421
Firm CRD# 306275
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Frederick Schlager offer?
James Frederick Schlager specializes in Financial Planning, Investment Management. Contact their office in EL SEGUNDO, California for a consultation.
What are James Frederick Schlager's credentials?
James Frederick Schlager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frederick Schlager located?
James Frederick Schlager is based in EL SEGUNDO, California, working with RUNNING POINT CAPITAL ADVISORS LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does James Frederick Schlager charge for services?
James Frederick Schlager's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUNNING POINT CAPITAL ADVISORS LLC?
RUNNING POINT CAPITAL ADVISORS LLC has approximately 8 employees and manages $509M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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