Schneider, Franz
RIASEC Registered
Total AUM
$9.7M
Discretionary
$9.7M
100% of AUM
Avg account
$607K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 130464
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Schneider, Franz operates as a sole proprietorship run by Franz Schneider and focuses on portfolio management for individuals and small businesses. The practice serves individual and family clients and charges fees as a percentage of assets under management. It is not positioned as an ESG investor, does not present as a multi-state adviser, and reports advisory activity concentrated on direct portfolio management rather than pension consulting or related-adviser functions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
- Other3%
Contacts
1 of 1
Franz Schneider
Managing MemberCRD 4757358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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