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Craig J Schortzmann

IP GROUP, INC.·WILMINGTON, Delaware
Unclaimed Profile
1 RIGHTER PARKWAY, WILMINGTON, DE 19803CRD# 4433411Firm CRD# 300077
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
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
No disclosures on file
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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Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
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Research
Advisor Fees in DelawareNational Fee Analysis
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