Schofield Douglas Franklin (Delmont)

Schofield Douglas Franklin is a large advisory firm based in Delmont. It manages $309.5 million of regulatory assets for 690 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona and Pennsylvania.

Schofield Douglas Franklin provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Schofield Douglas Franklin: assets under management

The assets under management (AUM) of Schofield Douglas Franklin is $309.5 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $233.07 million in discretionary accounts and $76.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $401.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $694.89 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schofield Douglas Franklin for their services and products based on fixed fees and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Schofield Douglas Franklin

Douglas Franklin Schofield has been acting as President since 1 Mar 1987. Allan Macdougall joined the executive team most recently as the Sole Proprietor, President,Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Franklin Schofield	President	1 Mar 1987	75% - 100%	1461872
Allan Macdougall	Sole proprietor, president,chief compliance officer	1 Dec 2008	75% - 100%	5259130

Based in Delmont

The principal office where Schofield Douglas Franklin performs its advisory services is located at 2364 Route 66, Delmont, PA 15626 The mailing address of the firm is 2364 Route 66, Delmont, PA 15626. It doesn’t run an office outside of the United States.