Wasmer, Schroeder & Company, Inc.
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- Wasmer, Schroeder & Company (WSC) is an independent and employee-owned investment advisor, specializing in fixed income separate account portfolio management for high net worth individuals, wealth management groups and institutions, including foundations, banks, endowments and retirement plans. WSC has $7.76 billion in total assets under management as of 3/31/2017. The Firm works with advisors and clients to provide taxable and tax exempt fixed income portfolio solutions to meet their needs. The Firms corporate headquarters is in Naples, Florida, where the Tax Exempt Portfolio Management Team, Research, Client Services, Operations, IT, Accounting, Compliance, Marketing and Administration are located. Our Taxable Portfolio Management Team is located in Cleveland, Ohio. Client Relationship offices are located in Exton (Philadelphia area), Pennsylvania; New York, New York; and Portland, Oregon.
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Headquarters:600 Fifth Avenue South Suite 210, Naples, Florida, United States
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Phone Number: +1 239-263-6877
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Website: https://secure.wasmerschroeder.com/
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Employees:30
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Revenue:$10 - 50M
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Legal Name:Wasmer, Schroeder & Company, Inc.
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Wasmer, Schroeder & Company, Inc.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Wasmer, Schroeder & Company, Inc.
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Where are Wasmer, Schroeder & Company, Inc.'s Headquarters?
Wasmer, Schroeder & Company, Inc.'s Headquarters are in 600 Fifth Avenue South Suite 210,Naples,Florida,United States
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What is Wasmer, Schroeder & Company, Inc.'s phone number?
Wasmer, Schroeder & Company, Inc.'s phone number is +1 239-263-6877
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What is Wasmer, Schroeder & Company, Inc.'s official website?
Wasmer, Schroeder & Company, Inc.'s official website is https://secure.wasmerschroeder.com/
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What is Wasmer, Schroeder & Company, Inc.'s Revenue?
Wasmer, Schroeder & Company, Inc.'s revenue is $10 - 50M
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What is Wasmer, Schroeder & Company, Inc.'s NAICS code?
Wasmer, Schroeder & Company, Inc.'s NAICS code is 523930
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How many employees are working in Wasmer, Schroeder & Company, Inc.
Wasmer, Schroeder & Company, Inc. has 30 employees
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What is Wasmer, Schroeder & Company, Inc.'s Industry?
Wasmer, Schroeder & Company, Inc. is in the industry of Investment Management
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Who is Wasmer, Schroeder & Company, Inc.'s Managing Director, Chief Investment Officer?
Wasmer, Schroeder & Company, Inc.'s Managing Director, Chief Investment Officer is Tom Richmond