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Craig J Schortzmann

IP GROUP, INC.·WILMINGTON, Delaware
Clean recordIP GROUP, INC.
1 RIGHTER PARKWAY, WILMINGTON, DE 19803CRD# 4433411Firm CRD# 300077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig J Schortzmann · WILMINGTON, DE
Registration
CRD #4433411 · IP GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Craig J Schortzmann is a registered financial advisor based in WILMINGTON, Delaware, affiliated with IP GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LONGVIEW INNOVATION CORP.
LONGVIEW INNOVATION CORP.
AUM
$125M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LONGVIEW INNOVATION CORP. →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4433411
Firm CRD# 300077
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig J Schortzmann offer?
Craig J Schortzmann specializes in Retirement Planning. Contact their office in WILMINGTON, Delaware for a consultation.
What are Craig J Schortzmann's credentials?
Craig J Schortzmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig J Schortzmann located?
Craig J Schortzmann is based in WILMINGTON, Delaware, working with IP GROUP, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Craig J Schortzmann charge for services?
Craig J Schortzmann's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IP GROUP, INC.?
IP GROUP, INC. has approximately 8 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IP GROUP, INC.

Alan James Aubrey
WILMINGTON, DE
Mark Vivian Houghton-Berry
WILMINGTON, DE
David Graham Baynes
WILMINGTON, DE
Maxwell Robert Baker
WILMINGTON, DE
Varun Chandra
WILMINGTON, DE
Brandon J Fleischman
WILMINGTON, DE

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Nearby cities in Delaware
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Research
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