CRD: 283119
Schauer Investment Management, Inc.
$119.7M Total AUM
$119.7M Disc. AUM
-- 3Y CAGR
4 Employees
24 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท E*TRADE
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-27-2016
- Office Locations
- 1
Office Locations
17024 Lassen ST Northridge CA
About Schauer Investment Management, Inc.
Schauer Investment Management, Inc. is a Northridge-based RIA. The firm has been operating for 10 years. Managing $119.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and E*TRADE.
Team overview
28 AVG AGE
$29.9M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
5.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CRAIG SCHAUER
Chief Compliance Officer, Chief Executive Officer, Financial Analyst, President
- CRD
- #2554382
- Ownership
- 50% but less than 75%
Available
Available
Available
K
Kyle James Schauer
Financial Analyst, Owner
- CRD
- #7320212
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
William Christian Fowls
Equity Research Analyst
- CRD
- #7984481
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,744,010 | -- |
| Non-Discretionary | $0 | -- |
| Total | $119,744,010 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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