Schroeder Capital Management, LLC Employee Directory

Q: What is Schroeder Capital Management, LLC known for?

Schroeder Capital Management, LLC was founded in 2002. Schroeder Capital Management, LLC operates in the Investment Management industry.

Investment ManagementCalifornia, United States2-10 Employees

Schroeder Capital Management, LLC, is an independent, registered investment advisor based in Lafayette, California.  Founded in 2002, the firm provides investment counsel to private individuals and institutions throughout the United States.  The foundation of Schroeder Capital Management’s business is the application of unique, broad-based knowledge and understanding of global markets gained through years of association with Templeton Worldwide and personal time spent with Sir John Templeton, known as the “Father of International Investing.”  With over 30 years of experience, our client-centric investment professionals build personalized portfolios to achieve wealth creation and retirement planning using a comprehensive array of global investment solutions.

Find Schroeder Capital Management, LLC employees' phone numbers or email addresses

Schroeder Capital Management, LLC Global Highlights

North America
2

United States Of America
2

Schroeder Capital Management, LLC's Leadership

H. S.
Registered Financial Advisor | Comprehensive Wealth Planning & Tax-Optimized Investing
Mobile Phone
Email

Contact profiles from Schroeder Capital Management, LLC

Name

Title

Contact Info

Location

Last Update

H. S.
Registered Financial Advisor | Comprehensive Wealth Planning & Tax-Optimized Investing
Mobile Phone
Email
United StatesNew York
Dec 12, 2025

Frequently Asked Questions

What is Schroeder Capital Management, LLC known for?

Schroeder Capital Management, LLC was founded in 2002 operates in the Investment Management industry. The company's main headquarters is located in 3620 Happy Valley Road, Suite 203; you can contact the main corporate office by phone at

+1-925-283-****

. Explore Schroeder Capital Management, LLC's company overview page for more information.

What is Schroeder Capital Management, LLC's most common email format?

Schroeder Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schroeder Capital Management, LLC email formats with LeadIQ.

How many employees does Schroeder Capital Management, LLC have currently?

Schroeder Capital Management, LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Schroeder Capital Management, LLC's key employees and leadership?

As of December 2025, Schroeder Capital Management, LLC's key employees include:

Registered Financial Advisor | Comprehensive Wealth Planning & Tax-Optimized Investing: H. S.

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