Company Overview
- Headquarters
- 111 E Merrill Street Suite 400, Birmingham MI
- Website
- schechterwealth.com
- Phone
- (248) 731-9500
- Employees
- 72
- Founded in
- 1939
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 5231 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$6B
Who is Schechter Wealth
Schechter Wealth is a third-generation financial services firm based in Birmingham, Michigan. The company employs 72 people and generates $6.1 million in annual revenue. Schechter Wealth provides a range of financial services to wealthy families, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession, and charitable giving. As an independent firm, Schechter Wealth selects investment opportunities tailored to help high-net-worth clients achieve their long-term financial goals. Their team comprises investment specialists, estate planning attorneys, tax experts, and financial planners located across the United States. Clients can visit their website at schechterwealth.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 6M | 5 | Colorado Springs, CO | 1990 | |
| 6M | 18 | Mesa, AZ | 1954 | |
| 6M | 8 | Boca Raton, FL | 2012 | |
| 6M | 95 | San Diego, CA | 1996 | |
| 6M | 6 | Los Angeles, CA | 2002 |