Schroder Wealth Management (Us) Limited is an adviser based in London. It manages $280.62 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arkansas, California, Florida, and 7 other states.
Schroder Wealth Management (Us) Limited provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schroder Wealth Management (Us) Limited is $280.62 million. The firm's AUM has grown by 27969% since the beginning of its operation, and $126.16 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Schroder Wealth Management (Us) Limited 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.
The firm provides services to investment companies and high net worth individuals. The largest group of clients of Schroder Wealth Management (Us) Limited is investment companies with 7 clients and $208.71 million of assets under management. Among the 8 most similar advisory firms, Schroder Wealth Management (Us) Limited has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $279.3 million for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 52% of the firm’s clients are foreign persons or businesses.
Schroder Wealth Management (Us) Limited doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Schroder Wealth Management (Us) Limited performs its advisory services is located at 1 London Wall Place, London, Ec2 Y 5 Au, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 00 44 (0)20 7658 6000 or by fax 00 44 (0)20 7658 3827. The normal business hours are 9.00am - 5.00pm on Monday - Friday. You can find more information about the New York firm at schroders.com.