Martha
Schuman
Community Capital Management, LLC
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About this Advisor
Martha Schuman is a financial advisor who works in Atascadero, California with a total of 3 years of relevant experience. Schuman is on the advisory team at Community Capital Management, LLC. Their career trajectory has included roles 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, Inc. Schuman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Community Capital Management, LLC is a registered investment business operating out of Fort Lauderdale, FL. It manages $4 billion in total assets across its 78 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 46 charities and foundations. Of its 78 client accounts, 26% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Community Capital Management, LLC performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Community Capital Management, LLC can be comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Community Capital Management, LLC Brokerage Details
$4,001,234,728
31
78
$51,297,881
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
Martha has been registered as a financial advisor for 3 years.*
Foreside Fund Services, LLC
Community Capital Management, Inc
Brookfield Investment Management, Inc
Quasar Distributors, LLC
Hrc Fund Associates, LLC
Hrc Portfolio Solutions, LLC
Pax World Management Corp
Alps Distributors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Atascadero, CA
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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