|
⚲
|
| Schuylkill Financial LLC
✚
|
|
|---|---|
| CRD # | 143052 |
| SEC # | 801-135798 |
| CIK # | |
| AUM | $123.6 M (2026-03-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-670-1656 |
| Address | 1290 Broadcasting Rd Wyomissing, PA 19610 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 37.4 |
| (b) Individuals (high net worth individuals) | 49 | 86.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 123.6 |
| By Discretionary | ||
| Discretionary | 367 | 123.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 367 | 123.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.6 | |
| Total | 367 | 123.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortis Private Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Vorpahl WING Securities Inc
✚
|
WA | 0.1 |
|
Royal Palms Capital LLC
✚
|
0.1 | |
|
True Coastal Capital LLC
✚
|
GA | 0.1 |
|
Peace of MIND Financial Inc
✚
|
CO | 0.1 |
|
Tactica LLC
✚
|
0.1 | |
|
Investment Management Trust LLC
✚
|
MA | 0.1 |
|
O'Domhnaill Enterprises Inc
✚
|
WY | 0.1 |
|
Pacific Specialty Investment Group LLC
✚
|
CA | 0.1 |
|
Fifit LLC
✚
|
0.1 |