Martha
Schuman
Community Capital Management, LLC
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About this Advisor
Martha Schuman is a financial advisor based in Atascadero, California, working with Community Capital Management, LLC. Martha has previously held positions at Pax World Management Corp, Alps Distributors Inc, Hrc Fund Associates, LLC, Hrc Portfolio Solutions, LLC, Brookfield Investment Management, Inc, Quasar Distributors, LLC, Foreside Fund Services, LLC, and Community Capital Management LLC. Martha has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Martha is part of Community Capital Management, LLC, which operates out of Atascadero, California. The firm has 36 employees and manages assets totaling $5.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Community Capital Management, LLC includes asset-based and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Community Capital Management, LLC Brokerage Details
$4,995,503,762
36
94
$53,143,657
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Martha Schuman Work History
Foreside Fund Services, LLC
Community Capital Management LLC
Brookfield Investment Management, Inc
Quasar Distributors, LLC
Hrc Fund Associates, LLC
Hrc Portfolio Solutions, LLC
Pax World Management Corp
Alps Distributors Inc
Disclosures
Please visit the SEC profile of Martha Schuman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Community Capital Management, LLC
Glencoe, IL
Atascadero, CA
Fort Lauderdale, FL
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