NEWMAN & SCHIMEL, LLC
Legal name: NEWMAN SCHIMEL
CRD #142255 SEC #801-67605 DEERFIELD, IL 847-317-9350
SEC Registered
Total AUM
$319.6M
Discretionary
$285.4M
Employees
2
Clients
0
Accounts
894
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2022 | $319.6M | $285.4M | $34.2M | 2 | 0 |
| Jan 2022 | $319.6M | $285.4M | $34.2M | 2 | 0 |
| Jan 2021 | $299M | $261.5M | $37.5M | 2 | 0 |
| Jun 2020 | $269.3M | $219M | $50.3M | 2 | 0 |
| Jan 2020 | $269.3M | $219M | $50.3M | 2 | 0 |
| Jan 2019 | $255.5M | $205.1M | $50.4M | 2 | 0 |
| Jan 2018 | $271.7M | $216.1M | $55.6M | 2 | 0 |
| Jan 2017 | $269.6M | $212M | $57.5M | 2 | 200 |
| Jan 2016 | $230.1M | $193.4M | $36.7M | 2 | 200 |
| Jan 2015 | $230.7M | $197.7M | $33M | 2 | 200 |
| Mar 2014 | $257M | $200.5M | $56.5M | 2 | 300 |
| Jan 2014 | $257M | $200.5M | $56.5M | 2 | 300 |
| Jan 2013 | $209.7M | $163.5M | $46.2M | 2 | 200 |
| Jan 2012 | $190.5M | $151.1M | $39.4M | 1 | 200 |
| Feb 2011 | $182M | $144.7M | $37.3M | 5 | -- |
| Jan 2011 | $182M | $144.7M | $37.3M | 5 | -- |
| Jan 2011 | $182M | $144.7M | $37.3M | 5 | -- |
| May 2010 | $168.3M | $140.7M | $27.6M | 5 | -- |
| Jan 2010 | $168.3M | $140.7M | $27.6M | 5 | -- |
| Mar 2007 | $177M | $147M | $30M | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
DateNov 2022
Total AUM$319.6M
Discretionary$285.4M
Non-Disc.$34.2M
Employees2
Clients0
DateJan 2022
Total AUM$319.6M
Discretionary$285.4M
Non-Disc.$34.2M
Employees2
Clients0
DateJan 2021
Total AUM$299M
Discretionary$261.5M
Non-Disc.$37.5M
Employees2
Clients0
DateJun 2020
Total AUM$269.3M
Discretionary$219M
Non-Disc.$50.3M
Employees2
Clients0
DateJan 2020
Total AUM$269.3M
Discretionary$219M
Non-Disc.$50.3M
Employees2
Clients0
DateJan 2019
Total AUM$255.5M
Discretionary$205.1M
Non-Disc.$50.4M
Employees2
Clients0
DateJan 2018
Total AUM$271.7M
Discretionary$216.1M
Non-Disc.$55.6M
Employees2
Clients0
DateJan 2017
Total AUM$269.6M
Discretionary$212M
Non-Disc.$57.5M
Employees2
Clients200
DateJan 2016
Total AUM$230.1M
Discretionary$193.4M
Non-Disc.$36.7M
Employees2
Clients200
DateJan 2015
Total AUM$230.7M
Discretionary$197.7M
Non-Disc.$33M
Employees2
Clients200
DateMar 2014
Total AUM$257M
Discretionary$200.5M
Non-Disc.$56.5M
Employees2
Clients300
DateJan 2014
Total AUM$257M
Discretionary$200.5M
Non-Disc.$56.5M
Employees2
Clients300
DateJan 2013
Total AUM$209.7M
Discretionary$163.5M
Non-Disc.$46.2M
Employees2
Clients200
DateJan 2012
Total AUM$190.5M
Discretionary$151.1M
Non-Disc.$39.4M
Employees1
Clients200
DateFeb 2011
Total AUM$182M
Discretionary$144.7M
Non-Disc.$37.3M
Employees5
Clients--
DateJan 2011
Total AUM$182M
Discretionary$144.7M
Non-Disc.$37.3M
Employees5
Clients--
DateJan 2011
Total AUM$182M
Discretionary$144.7M
Non-Disc.$37.3M
Employees5
Clients--
DateMay 2010
Total AUM$168.3M
Discretionary$140.7M
Non-Disc.$27.6M
Employees5
Clients--
DateJan 2010
Total AUM$168.3M
Discretionary$140.7M
Non-Disc.$27.6M
Employees5
Clients--
DateMar 2007
Total AUM$177M
Discretionary$147M
Non-Disc.$30M
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--