NEWMAN & SCHIMEL, LLC
NEWMAN & SCHIMEL, LLC of DEERFIELD, IL is an SEC-registered investment adviser (CRD 142255). Regulatory assets under management: $319.6M.
Registration
- CRD: 142255
- SEC file number: 801-67605
- Type: Registered investment adviser
- Location: 740 WAUKEGAN ROAD, SUITE 205, DEERFIELD, IL, 60015
- Phone: 847-317-9350
- Latest filing: 2022-11-22
- Regulatory AUM: $319.6M
- Discretionary AUM: $285.4M
- Non-discretionary AUM: $34.2M
- Clients: 2
- Accounts: 894
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| NEWMAN JACK LAWRENCE | MEMBER | — |
| SCHIMEL BRYAN JEFFREY | MEMBER/CHIEF COMPLIANCE OFFICER | — |
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