Michael
Schoffman
Schechter Investment Advisors, LLC
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About this Advisor
Michael Schoffman is a financial advisor based in Glendale, California, working with Schechter Investment Advisors, LLC. Michael has previously held positions at 8041 Webb LLC, Usaa Financial Planning Services, Usaa Financial Advisors, Inc, Kingswood Capital Partners, LLC, Schechter Investment Advisors, LLC, and Mmwkm Advisors, LLC. Michael has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California, Michigan, and Texas. Currently, Michael is part of Schechter Investment Advisors, LLC, which operates out of Glendale, California. The firm has 5 offices and 29 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Schechter Investment Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schechter Investment Advisors, LLC Brokerage Details
$3,349,365,530
29
2,822
$1,186,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Schoffman Work History
Kingswood Capital Partners, LLC
Schechter Investment Advisors, LLC
Mmwkm Advisors, LLC
8041 Webb LLC
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Michael Schoffman 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 Schechter Investment Advisors, LLC
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Pagosa Springs, CO
Glendale, CA
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