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⚲
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| Newman & Schimel LLC
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|
|---|---|
| CRD # | 142255 |
| SEC # | 801-67605 |
| CIK # | 0001838938 |
| AUM | $319.6 MM (2022-11-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 847-317-9350 |
| Address | 740 Waukegan Road Deerfield, IL 60015 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 68.2 |
| (b) Individuals (high net worth individuals) | 105 | 246.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 894 | 319.6 |
| By Discretionary | ||
| Discretionary | 843 | 285.4 |
| Non-Discretionary | 51 | 34.2 |
| Total | 894 | 319.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 319.0 | |
| Total | 894 | 319.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001838938] |
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