Newman & Schimel LLC

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CAFR Data
Newman & Schimel LLC
CRD #142255
SEC #801-67605
CIK #
AUM $269.3 MM (81% Disc, 100% US, 2020-01-23)
Employees2 (100% Investors, 0% Brokers)
Phone847-317-9350
Address740 Waukegan Road
Deerfield, IL 60015
Source [IAPD] [Website]
Total AUM ($MM)
2752201651105502005201020152021
Comparable Firms State AUM ($BB)
D3 Financial Counselors LLC
IL 0.3
Capital Point Financial Group Ltd
IL 0.3
Houlihan Financial Resource Group Ltd
VA 0.3
Strathmore Capital Advisors Inc
NC 0.3
Accelerated Wealth Advisors LLC
CO 0.3
Municipal Portfolio Managers Inc
GA 0.3
Wealth Planning Corp
OH 0.3
Guardian Wealth Management Inc
TN 0.3
Daniel Investment Associates LLC
CA 0.3
Hynes Advisory Inc
CA 0.3
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