$40.4M Total AUM
$40.4M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2006
- Office Locations
- 1
Office Locations
100 West Road Suite 410 Baltimore MD
About Schiff Wealth Advisors, LLC
Schiff Wealth Advisors is a Maryland-based RIA serving individual investors and employer retirement plans, pairing financial planning with long-term, objectives-based portfolio design and risk-managed asset allocation. The firm provides independent, no-cost reviews of existing retirement plans and leverages partners such as The BAM Alliance and Dimensional.
Team overview
62 AVG AGE
$40.4M AVG AUM / ADVISOR
$661.7K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
ALLEN MARK SCHIFF
Advisor, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
ANDREW CORWINE DAVIS
Chief Compliance Officer, DIRECTOR
- CRD
- #3201324
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,366,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,366,736 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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