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- Custodian
- Altruist · First Clearing · SSG · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2018
- Office Locations
- 1
Office Locations
About Schumacher Financial, LLC
Schumacher Financial is a Minnesota-based, fee-only RIA providing independent, comprehensive financial planning and investment planning for individual clients. The firm does not sell products or receive commissions. Portfolios are implemented primarily with public funds, including mutual funds and ETFs, and may incorporate asset allocation and socially responsible investing. Custody includes Altruist.
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Owner & Executives
JEFFREY THOMAS SCHUMACHER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6517048
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,132,552 | -- |
| Non-Discretionary | $4,100,800 | -- |
| Total | $28,233,352 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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