Schorpp Capital Management, Pc (East Brunswick)

Schorpp Capital Management, Pc is an adviser based in East Brunswick. It manages $1.81 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.

Schorpp Capital Management, Pc provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm also engages as insurance sales.

Schorpp Capital Management, Pc: assets under management

The assets under management (AUM) of Schorpp Capital Management, Pc is $1.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.21 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schorpp Capital Management, Pc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Schorpp Capital Management, Pc

Wayne D Schorpp has been acting as President since 1 Jun 2004. Douglas James Schorpp joined the executive team most recently as the Chief Investment Officer, Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas James Schorpp	Chief investment officer, vice president	1 Jun 2004	50% - 75%	3112673
Wayne D Schorpp	President	1 Jun 2004	50% - 75%	4757966

Based in East Brunswick

The principal office where Schorpp Capital Management, Pc performs its advisory services is located at 330 Milltown Rd. Suite E12, East Brunswick, NJ 08816, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.