Rexford
Schilgen
Levy Wealth Management Group
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About this Advisor
Rexford Schilgen is a financial advisor who works in Philadelphia, Pennsylvania with 2 years of industry experience. Schilgen is an employee of Levy Wealth Management Group. During their career, the advisor has held roles at Lpl Financial, LLC, Levy Wealth Management Group, LLC, Pershing LLC and University Of Delaware. Schilgen maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Levy Wealth Management Group is a business that has its headquarters in Philadelphia, PA. It handles $796 million in assets under management between its 1,056 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 1,056 accounts, 61% are held by high-net-worth investors who have greater than $1 million in assets. Levy Wealth Management Group provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Levy Wealth Management Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Levy Wealth Management Group Brokerage Details
$795,665,304
13
1,056
$753,471
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rexford Schilgen Work History
Rexford has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Levy Wealth Management Group, LLC
Pershing LLC
University Of Delaware
*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 Rexford Schilgen 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 Levy Wealth Management Group
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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