CRD: 307332
School OF Personal Finance
$28.7M Total AUM
$28.7M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
6 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Matrix Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2020
- Office Locations
- 1
Office Locations
-- Yorktown Heigths NY
About School OF Personal Finance
School of Personal Finance is a solo RIA led by Rich McCormack, CFP®, RICP®, focused on middle-class families. The firm provides hourly, one-time planning, ongoing coaching/accountability through its Middle Class Money Club, and full-service financial planning with discretionary investment management. Portfolios commonly use public funds, ETFs and fixed income, with custody through Charles Schwab.
Team overview
44 AVG AGE
$28.7M AVG AUM / ADVISOR
$398.0K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
RICHARD KEVIN MCCORMACK
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #4575862
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,653,053 | $353,741 |
| Non-Discretionary | $0 | -- |
| Total | $28,653,053 | $353,741 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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