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James Martin Schoenmaker

Slavic Mutual Funds Management Corp.

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About James Martin Schoenmaker

James Schoenmaker is an Investment Advisor Representative with Slavic Mutual Funds Management Corp. James has been in the industry for over 20 years, holding a Series 63, 65, 66 and Series 24 license. James has experience working for Slavic Investment Corporation in Boca Raton, Florida, where he was involved in Investment Advisory Services. James specializes in Pension Consulting, Portfolio Management for Individuals and Financial Planning, Slavic Mutual Funds Management Corp. is an investment advisor firm that focuses on providing a variety of investment advisory services to a range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

James Schoenmaker is currently registered with Slavic Mutual Funds Management Corp.. Slavic Mutual Funds Management Corp. is a Boca Raton, Florida-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. Slavic Mutual Funds Management Corp. participates in wrap fee programs.
Slavic Mutual Funds Management Corp.

1075 BROKEN SOUND PARKWAY NW

BOCA RATON, FL 33487-3540

$5.59B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Schoenmaker’s Registration & Firm History

FL

04/17/2013 - Present

Slavic Mutual Funds Management Corp. (BOCA RATON FL)

FL

03/18/1996 - 11/08/2019

SLAVIC INVESTMENT CORPORATION (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 12/20/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/08/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Martin Schoenmaker.
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