SCHRUM PRIVATE WEALTH MANAGEMENT, LLC of SAINT AUGUSTINE, FL is an SEC-registered investment adviser (CRD 312164). Regulatory assets under management: $185.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| MALIK KHAN | CHIEF COMPLIANCE OFFICER | SAVAGE, MD |
| Owen L Schrum | CHIEF INVESTMENT OFFICER | — |
| Eric Lewis Schrum | PRESIDENT AND CCO | — |
| SUMNER KRISTAN LEE | CHIEF COMPLIANCE OFFICER | — |
| ROSSER EVAN RHYS | CHIEF COMPLIANCE OFFICER | — |
| Schrum Meredith Lee | CHIEF COMPLIANCE OFFICER & MEMBER | — |
| SCHRUM OWEN L | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & SOLE MEMBER; OWNER (+1 more) | — |
| SCHRUM ERIC LEWIS | DIRECTOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| RALEIGH | NC | 2 | 904-825-0422 |
| RALEIGH | NC | 2 | 904-825-0422 |