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Stephen Craig Schulmerich

● SEC registered since 2004CRD 112547SEC# 801-63384
Export (members)
Reg. AUM
$118M
Employees
2
Accounts
290
Location
—

Stephen Craig Schulmerich assets under management

Stephen Craig Schulmerich is a registered investment adviser overseen by the SEC. The firm has been registered since 2004. It reports $118 million in regulatory assets under management and employs 2 people.
www.schulmerichandassoc.comView on SEC.gov ↗

Stephen Craig Schulmerich owners & executives

1 reported
NameTitleOwnershipSince
Stephen Craig Schulmerich ControlOwner/Chief Compliance Officer/Managing MemberOver 75%1970

Frequently asked questions

How much does Stephen Craig Schulmerich manage?

Stephen Craig Schulmerich reports $118 million in regulatory assets under management on its Form ADV.

How many employees does Stephen Craig Schulmerich have?

Stephen Craig Schulmerich reports 2 employees.

Does Stephen Craig Schulmerich disclose fund performance?

Stephen Craig Schulmerich is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone503-672-7750
Office hours8:30a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118M
Non-discretionary$0
Total (RAUM)$118M