$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-26-2011
- Office Locations
- 1
Office Locations
-- Westport CT
About Schemco, LLC
Schemco, LLC is a Westport-based RIA. The firm has been operating for 15 years. Managing $6.4M in total assets under management, with 1 advisory representatives.
Team overview
63 AVG AGE
$6.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PHILLIP JOSEPH SCHEMEL
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #1861052
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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