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Owen L Schrum

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC·SAINT AUGUSTINE, Florida
Unclaimed Profile
3940 LEWIS SPEEDWAY, SAINT AUGUSTINE, FL 32084CRD# 1259777Firm CRD# 312164
01

About

Owen L Schrum is a registered financial advisor based in SAINT AUGUSTINE, Florida, affiliated with SCHRUM PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
AUM
$147M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SCHRUM PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1259777
Firm CRD# 312164
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Owen L Schrum offer?
Owen L Schrum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT AUGUSTINE, Florida for a consultation.
What are Owen L Schrum's credentials?
Owen L Schrum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Owen L Schrum located?
Owen L Schrum is based in SAINT AUGUSTINE, Florida, working with SCHRUM PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the SAINT AUGUSTINE metropolitan area and surrounding communities.
How does Owen L Schrum charge for services?
Owen L Schrum'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 SCHRUM PRIVATE WEALTH MANAGEMENT, LLC?
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT AUGUSTINE
Lewis Woodson Burge — FIRST FINANCIAL ADVISORS, LLCEric Lewis Schrum — SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
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Research
Advisor Fees in FloridaNational Fee Analysis
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