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SCHNIEDERS CAPITAL MANAGEMENT, LLC.
CRD 120952 · SEC 801-61219
200 SOUTH LOS ROBLES AVENUE, SUITE 510, PASADENA, CA, 91101, United States
Phone
626.584.6168
Fax
626.584.6167
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.01B
Team
8 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $100.6M |
| High net worth individuals | 183 | $867.0M |
| Pension/profit sharing plans | 5 | $17.0M |
| Charitable organizations | 3 | $2.1M |
| Corporations/business entities | 8 | $4.8M |
States served
AZ, CA, CO, ID, MT, NV, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD