SHUMAN & SCHNEIDER
CRD #110470 SEC #801-14753 SAN FRANCISCO, CA 415-788-1172
SEC Registered
Total AUM
$583.3M
Discretionary
$565.2M
Employees
5
Clients
--
Accounts
127
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 7, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESTATE OF JOHN ROBERT SHUMAN | DE | ESTATE | D | Control |
| SHUMAN, JOHN, ROBERT | I | PRESIDENT | D | Control |
| SHUMAN, JOHN, ROBERT | I | PRESIDENT | D | Control |
| SCHNEIDER III, EDWARD, JOHN | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SCHNEIDER III, EDWARD, JOHN | I | PRESIDENT,TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SCHNEIDER, EDWARD, JOHN | I | TREASURER | C | Control |
Registrations
Federal
IA
Sep 7, 2005 REGISTERED
Notice Filings (1)
CA
Address
44 MONTGOMERY STREETSUITE 3710
SAN FRANCISCO, CA 94104
USA
Phone: 415-788-1172