Schlitt Investor Services, Inc.
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 16071
- Registered since
- October 18, 1985
- Website
- schlittservices.com
Firm profile
FINTRXOverview
Schlitt Investor Services, Inc. is an individually owned corporate advisory entity with limited public disclosure about its business model or investment approach. The firm's regulatory snapshot classifies it as "Unclassified" and the available records do not describe its advisory activities, fee schedule, or client segments. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. It is also not listed as a newly formed adviser. Beyond those status markers, there are no published details about portfolio construction, target markets, or product use.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 1717 Indian River Blvd
- Time zone
- ET (UTC-5)
- Office locations
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