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Schippel Consulting, Inc. (Anthem)


Schippel Consulting, Inc. is a large advisory firm based in Anthem. It manages $21.5 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001.

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Schippel Consulting provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Schippel Consulting: assets under management

The assets under management (AUM) of Schippel Consulting, Inc. is $21.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schippel Consulting, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Anthem

The principal office where Schippel Consulting, Inc. performs its advisory services is located at 2335 W. Muirfield Drive, Anthem, AZ 85086, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 623-551-1899 or by fax 623-551-1799. The normal business hours are 8:00am to 3:00pm on Monday - Friday. You can find more information about the New York firm at sschippel@gscyclone.com.


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