The Schamber Group, Inc.

RIASEC Registered

Total AUM

$52.4M

Discretionary

0% of AUM

Avg account

$717K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Lafayette, Indiana
CRD number: 166747
Website: www.schambergroup.com
Custodians: MATRIX SECURITIES, INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other68.22%
Individuals17.7%
HNWI13.81%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Schamber Group, Inc. is an independent, individually owned registered investment advisory firm that serves primarily individual and family clients. The firm combines fee-based portfolio management with financial planning and related advisory services; its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. It also operates as an insurance broker and uses a mix of percentage-of-AUM and fixed-fee billing. The firm is not identified as an active ESG investor and does not present itself as a multi-state or institutional capital allocator.