| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 09/10/2004 |
| ADV Location | SUMMIT, NJ, United States |
| Contact Info | 908 xxxxxxx |
| Websites |
| AUM* | 553,311,284 42% |
| of that, discretionary | 547,703,887 42% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,136,337 47% |
| % High Net Worth | 43.06% 28% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SCH GROUP ATTEST SERVICES, PC | Filing Date10/14/2025 | Form ADV-E View Report |
| Accounting Firm Name SCH GROUP | Filing Date01/28/2025 | Form ADV-E View Report |
| Accounting Firm Name SCH GROUP | Filing Date01/24/2024 | Form ADV-E View Report |