Schorpp Capital Management, Pc is an adviser based in East Brunswick. It manages $1.81 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.
Schorpp Capital Management, Pc provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm also engages as insurance sales.
The assets under management (AUM) of Schorpp Capital Management, Pc is $1.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Schorpp Capital Management, Pc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Wayne D Schorpp has been acting as President since 1 Jun 2004. Douglas James Schorpp joined the executive team most recently as the Chief Investment Officer, Vice President.
The principal office where Schorpp Capital Management, Pc performs its advisory services is located at 330 Milltown Rd. Suite E12, East Brunswick, NJ 08816, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-387-2054 or by fax 732-387-2059. The normal business hours are 9am - 5pm on Monday - Friday.