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George Frederick Schroeder

SCHROEDER CAPITAL MANAGEMENT, LLC·LAFAYETTE, California
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3620 HAPPY VALLEY ROAD, LAFAYETTE, CA 94549CRD# 2547019Firm CRD# 119936
01

About

George Frederick Schroeder is a registered financial advisor based in LAFAYETTE, California, affiliated with SCHROEDER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
SCHROEDER CAPITAL MANAGEMENT, LLC
SCHROEDER CAPITAL MANAGEMENT, LLC
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SCHROEDER CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2547019
Firm CRD# 119936
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George Frederick Schroeder offer?
George Frederick Schroeder specializes in Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.
What are George Frederick Schroeder's credentials?
George Frederick Schroeder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Frederick Schroeder located?
George Frederick Schroeder is based in LAFAYETTE, California, working with SCHROEDER CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does George Frederick Schroeder charge for services?
George Frederick Schroeder's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHROEDER CAPITAL MANAGEMENT, LLC?
SCHROEDER CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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