Schofield Douglas Franklin is a large advisory firm based in Delmont. It manages $309.5 million of regulatory assets for 690 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona and Pennsylvania.
Schofield Douglas Franklin provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schofield Douglas Franklin is $309.5 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Schofield Douglas Franklin for their services and products based on fixed fees and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas Franklin Schofield has been acting as President since 1 Mar 1987. Allan Macdougall joined the executive team most recently as the Sole Proprietor, President,Chief Compliance Officer.
The principal office where Schofield Douglas Franklin performs its advisory services is located at 2364 Route 66, Delmont, PA 15626 The mailing address of the firm is 2364 Route 66, Delmont, PA 15626. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 724-468-1300 or by fax 724-468-1301. The normal business hours are 9-5 on Monday - Friday.