SCHUBERT & COMPANY, INC.

MCKINNEY, Texas·3 registered advisors·CRD# 114702
SEC# 801-1185340972-422-1010
01

Firm Overview

AUM
$403M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SCHUBERT & COMPANY, INC.

3 registered advisors
Cole Davis Mcclellan
MCKINNEY, Texas
Kelley Joe Schubert
MCKINNEY, Texas
Kevin Alan Nelson
MCKINNEY, Texas
05

Office Locations

MCKINNEY, Texas
3 advisors

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Data sourced from SEC Form ADV filings. SCHUBERT & COMPANY, INC. (CRD# 114702) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.