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SCHUBERT & COMPANY, INC.
Tel: 972-422-1010
5900 S. Lake Forest Drive Suite 280
Mckinney, Texas 75070
SCHUBERT & COMPANY, INC.
SCHUBERT & COMPANY, INC. is a Mckinney, Texas based financial advisory firm with nearly $403,452,921 in assets under management and provides investment advisory services for 603 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (FAMILY OFFICE AND TRUST SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
114702
SEC#:
801-118534
No. of Clients:
603
Assets under Management
$403,452,921
No. of Advisors:
8
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