SCHNEIDER, FRANZ

Overview

Schneider, Franz is a single‑advisor, fee‑based wealth manager that structures portfolios for individual and family clients and small businesses. The firm operates as a sole proprietorship under principal Franz Schneider and focuses on discretionary portfolio management charged as a percentage of assets under management. Investment activity is concentrated in pooled public funds and fixed income, with a modest allocation to third‑party real estate strategies. The firm does not position itself as an ESG specialist and is not registered as a multi‑state adviser. Portfolio construction appears geared toward broad, liquid exposures rather than bespoke private positions. Given the small client base and the use of mutual funds as the dominant vehicle, the adviser likely favors diversified, manager‑driven solutions to cover equity, fixed income and income-producing real estate exposure while keeping trading and implementation centralized through a single custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices