Shuman & Schneider (San Francisco)

Shuman & Schneider is a large advisory firm based in San Francisco. It manages $194.89 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Shuman & Schneider provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shuman & Schneider: assets under management

The assets under management (AUM) of Shuman & Schneider is $194.89 million. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $176.31 million in discretionary accounts and $18.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.98 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.1 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Shuman & Schneider for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Shuman & Schneider

John Robert Shuman has been acting as President since 1 Jul 1979. Edward John Schneider Iii joined the executive team most recently as the President,Treasurer, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Robert Shuman	President	1 Jul 1979	50% - 75%	423002
Edward John Schneider	Treasurer	1 Jul 1979	25% - 50%	414336
Edward John Schneider Iii	Treasurer	1 Jul 1979	25% - 50%	414336
Edward John Schneider Iii	President,treasurer, chief compliance officer	1 Nov 2005	25% - 50%	414336
Estate Of John Robert Shuman	Estate	1 Nov 2005	50% - 75%	xxx-xx-xxxx

Based in San Francisco

The principal office where Shuman & Schneider performs its advisory services is located at 44 Montgomery Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.