Schwendiman Technology Management Co LLC (Lincoln)

Name: Schwendiman Technology Management Co LLC
Address: 1201 'O' Street, Lincoln, NE, 68508
Telephone: 402-434-2132

Schwendiman Technology Management Co LLC is an internet adviser based in Lincoln. It manages $863.8 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Schwendiman Technology Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schwendiman Technology Management: assets under management

The assets under management (AUM) of Schwendiman Technology Management Co LLC is $863.8 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $863.8 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $431.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schwendiman Technology Management Co LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lincoln

The principal office where Schwendiman Technology Management Co LLC performs its advisory services is located at 1201 'O' Street, Lincoln, NE 68508, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-434-2132 or by fax 402-434-2120. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.schpartners.com.

Schwendiman Technology Management Co LLC (Lincoln)

Schwendiman Technology Management: assets under management

Fees & Commissions

Based in Lincoln

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