SCHORN WEALTH
Firm details
- Headquarters
- ENGLEWOOD, Florida
- CRD number
- 304104
- Registered since
- June 21, 2019
- Website
- www.schorn.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.5%
- Individuals38.43%
- Pension & Profit Sharing Plans4.96%
- State / Municipal Government0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Schorn Wealth operates as an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individual and family clients as well as institutional relationships, charging a mix of percentage-of-AUM and fixed fees. Its advisory services list financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to advisory work, the firm conducts broker-dealer registered representative activities and insurance brokerage. The firm does not identify itself as an active ESG investor and is not structured as a multi-state adviser in the source data. Ownership is listed as individual-owner type and the firm is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds5%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 5RYAN GUTTRIDGE
Director of Equity ResearchCRD 2495914
FRANKLIN BANFER
Financial AdvisorCRD 1423950
Erin Semelka
Wealth AdvisorCRD 5497811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$347M in ETFs
73%
$251M
20%
$95.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $45.1M | 513,030 | 13.00% |
Location
ENGLEWOOD, FL
SARASOTA
Location
ENGLEWOOD, FL
Headquartered in ENGLEWOOD, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 33 S Indiana Ave
- Time zone
- ET (UTC-5)
- Office locations
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