Schubert & Company, Inc.
Schubert & Company, Inc. (CRD# 114702) is a financial advisory firm headquartered in Mckinney, TX. They manage $403,452,921 in 603 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management403MILLION
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Total Number of Accounts603ACCOUNTS
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Average Account Value$669,076
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
LA, OK, TX
Kevin Nelson (CRD# 5275778) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has 1 year of experience in the finance industry.
Kelley Schubert (CRD# 2411434) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 30 years of experience in the finance industry.
Kathryn Atkins (CRD# 2428449) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 30 years of experience in the finance industry.
Cole McClellan (CRD# 6610173) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 2 years of experience in the finance industry.
Garrett Williams (CRD# 7451119) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 2 years of experience in the finance industry.