CRD: 119746
D.a. Schwenker & Assoc.'s, Inc.
$3.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
6797 N. High Street Suite 210 Worthington` OH
About D.a. Schwenker & Assoc.'s, Inc.
D.A. Schwenker & Assoc.'s, Inc. is a Columbus, OH boutique RIA serving retail clients, including entrepreneurs. The firm provides asset management, portfolio construction, and risk-managed asset allocation, with planning support such as estate planning and insurance/life insurance. Investment exposure includes ETFs and U.S. government/agency bonds, with Schwab as a custodian.
Team overview
67 AVG AGE
$3.1M AVG AUM / ADVISOR
$79.1K AVG AUM / CLIENT
26.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL ALAN SCHWENKER
Chief Compliance Officer, President
- CRD
- #1140295
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,085,716 | -- |
| Total | $3,085,716 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing