Schroeder Capital Mgt Llc

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3620 Happy Valley Rd Ste 203 Lafayette, California 94549
(925) 283-7913
 
 

About

Schroeder Capital Mgt Llc is located at the address 3620 Happy Valley Rd in Lafayette, California 94549. They can be contacted via phone at (925) 283-7913 for pricing, hours and directions.

Schroeder Capital Mgt Llc has an annual sales volume of 501K - 999,999. .For more information contact George Frederick Schroeder, President/Chief Compliance Officer or go to www.schroeder-capital.com

Schroeder Capital Mgt Llc provides Charitable Giving, Disability Income, Retirement Planning to it's customers. For maps and directions to Schroeder Capital Mgt Llc view the map to the right. For reviews of Schroeder Capital Mgt Llc see below.

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Business Features

PRODUCTS

  • Mortgage Investments , Tax Free Investments , Municipal Bonds , Mortgages , Industrial Policies , Agency Bonds , Short-Term Policies , Treasury Bonds , Family Policies , Employer-Sponsored Pensions

SERVICES

  • Wealth Management , Consultations , Institutional Services , Investment Planning , Short Term Planning , Investment Services , Investments , Charitable Giving , Retirement Planning , Disability Income
 
Information

CONTACT INFORMATION

Phone: (925) 283-7913

Website: www.schroeder-capital.com

ADDITIONAL INFORMATION:

Certifications: Registered Investment Advisor, Chartered, Registered, Sec Registered

Certifications Syn: Chartered Market Technician

Employee Size: 1 To 4

Exact Employee Count: 2

Exact Sales Volume: 250000

Location Type: Single Location

Professionals On Staff: Chartered Financial Analyst, Analysts, Accountants

Professionals On Staff Syn: Cfa

Sales Volume: 501K - 999,999

CATEGORIES:

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Key Contacts
    • George Frederick Schroeder
    • PRESIDENT/CHIEF COMPLIANCE OFFICER
    • Phone: (925) 283-7913
     
    • Fredrick Schroeder
    • Phone: (925) 283-7913