David
Schawel
Family Management Corporation
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About this Advisor
David Schawel is a chartered financial analyst operating in New York, New York with 3 years of industry experience. Schawel is on the advisory team at Family Management Corporation. Over the course of their career, Schawel has held roles at Square 1 Financial, New River Investments Inc and Family Management Corporation. Schawel can advise clients in North Carolina. Family Management Corporation is a company headquartered in New York, NY. It has offices in two locations and a total of 20 advisors. It has $3 billion in assets under management among its 2,985 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 10 charities and foundations. Of its 2,985 accounts, 42% are associated with high-net-worth individuals who have at least $1 million in assets. The company provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors are based on which service is provided. However, fee types charged by Family Management Corporation likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Management Corporation Brokerage Details
$3,155,272,313
20
2,985
$1,057,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
David Schawel Work History
David has been registered as a financial advisor for 3 years.*
Family Management Corporation
New River Investments Inc
Square 1 Financial
*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 David Schawel 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 Family Management Corporation
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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