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SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
SAINT AUGUSTINE, Florida
·
2 registered advisors
·
CRD# 312164
SEC# 801-122172
1
904-825-0422
01
Firm Overview
AUM
$147M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
2 registered advisors
Eric Lewis Schrum
SAINT AUGUSTINE, Florida
CRD# 6605854
Owen L Schrum
SAINT AUGUSTINE, Florida
CRD# 1259777
05
Office Locations
SAINT AUGUSTINE, Florida
2 advisors
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Data sourced from SEC Form ADV filings. SCHRUM PRIVATE WEALTH MANAGEMENT, LLC (CRD# 312164) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.