Schippel Consulting, Inc. is a large advisory firm based in Anthem. It manages $21.5 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001.
Schippel Consulting provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schippel Consulting, Inc. is $21.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% 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 Schippel Consulting, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Schippel Consulting, Inc. performs its advisory services is located at 2335 W. Muirfield Drive, Anthem, AZ 85086, 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 623-551-1899 or by fax 623-551-1799. The normal business hours are 8:00am to 3:00pm on Monday - Friday. You can find more information about the New York firm at sschippel@gscyclone.com.