|
⚲
|
| Schroder Wealth Management US Limited
✚
|
|
|---|---|
| CRD # | 289151 |
| SEC # | 801-110948 |
| CIK # | |
| AUM | $557.0 MM (2023-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 004402076586000 |
| Address | 1 London Wall Place London, United Kingdom |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 108 | 291.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 265.9 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 557.0 |
| By Discretionary | ||
| Discretionary | 126 | 317.0 |
| Non-Discretionary | 12 | 240.0 |
| Total | 138 | 557.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 338.3 | |
| United States Persons | 218.7 | |
| Total | 138 | 557.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
GSG Advisors LLC
✚
|
NJ | 0.6 |
|
O'Hagan Group Inc
✚
|
PA | 0.6 |
|
Bruce & Co Inc
✚
|
IL | 0.6 |
|
McGuire Investment Group LLC
✚
|
RI | 0.6 |
|
Dillon & Associates Inc
✚
|
MI | 0.6 |
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
Advisors Management Group Inc
✚
|
WI | 0.6 |
|
Carrick Lane LLC
✚
|
NY | 0.6 |
|
Bowling Portfolio Management LLC
✚
|
OH | 0.6 |
|
IBEX Wealth Advisors LLC
✚
|
NJ | 0.6 |