AdvisorOS Directory
Claim Profile
SS

Scott David Schumacher

PENN CAPITAL MANAGEMENT COMPANY, INC.·PHILADELPHIA, Pennsylvania
Unclaimed Profile
1200 INTREPID AVENUE, PHILADELPHIA, PA 19112CRD# 5094004Firm CRD# 105081
01

About

Scott David Schumacher is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with PENN CAPITAL MANAGEMENT COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PENN CAPITAL MANAGEMENT COMPANY, LLC
PENN CAPITAL MANAGEMENT COMPANY, LLC
AUM
$1.7B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at PENN CAPITAL MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5094004
Firm CRD# 105081
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

Browse PHILADELPHIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Scott David Schumacher offer?
Scott David Schumacher specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Scott David Schumacher's credentials?
Scott David Schumacher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott David Schumacher located?
Scott David Schumacher is based in PHILADELPHIA, Pennsylvania, working with PENN CAPITAL MANAGEMENT COMPANY, INC.. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Scott David Schumacher charge for services?
Scott David Schumacher's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENN CAPITAL MANAGEMENT COMPANY, INC.?
PENN CAPITAL MANAGEMENT COMPANY, INC. has approximately 19 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.James W Ryan — EASTERLY EAB RISK SOLUTIONS LLCMark Antony Loveday — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Kimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile