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Susan Gail Schildt

STRATFORD CONSULTING, LLC·ADDISON, Texas
Unclaimed Profile
15303 DALLAS PARKWAY, ADDISON, TX 75001-6730CRD# 2360117Firm CRD# 144009
01

About

Susan Gail Schildt is a registered financial advisor based in ADDISON, Texas, affiliated with STRATFORD CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
STRATFORD CONSULTING, LLC
STRATFORD CONSULTING, LLC
AUM
$619M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STRATFORD CONSULTING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2360117
Firm CRD# 144009
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Gail Schildt offer?
Susan Gail Schildt specializes in Financial Planning, Investment Management. Contact their office in ADDISON, Texas for a consultation.
What are Susan Gail Schildt's credentials?
Susan Gail Schildt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Gail Schildt located?
Susan Gail Schildt is based in ADDISON, Texas, working with STRATFORD CONSULTING, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Susan Gail Schildt charge for services?
Susan Gail Schildt'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 STRATFORD CONSULTING, LLC?
STRATFORD CONSULTING, LLC has approximately 7 employees and manages $619M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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