CRD: 143052
Schuylkill Financial, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-21-2007
- Office Locations
- 2
Office Locations
About Schuylkill Financial, LLC
Schuylkill Financial, LLC is an independent Pennsylvania RIA serving individuals and families with goal-based financial planning and customized investment and insurance strategies, often centered on retirement, education funding, and philanthropy. The firm emphasizes proactive portfolio decisions as markets change and commonly implements allocations using ETFs and other public funds, with custody through Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON SCOTT LAZURICK
Financial Advisor, PARTNER
- CRD
- #4782267
- Ownership
- 50% but less than 75%
CHRISTOPHER KENNETH MAKOSCH
Chief Compliance Officer, Partner
- CRD
- #4976405
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,631,702 | $336,871 |
| Non-Discretionary | $0 | -- |
| Total | $123,631,702 | $336,871 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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