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Kyle James Schauer

Schauer Investment Management, Inc.

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About Kyle James Schauer

Kyle James Schauer is an Investment Advisor Representative with Schauer Investment Management, Inc. Kyle Schauer is registered with the state of California. Kyle Schauer has passed the Uniform Investment Adviser Law Examination (Series 65). Kyle Schauer has been in the industry since 2010. Kyle Schauer has specialized in providing investment advisory services to high-net-worth individuals, pension and profit-sharing plans, other investment advisors, and pooled investment vehicles.

Firm Information

Kyle Schauer is currently registered with Schauer Investment Management, Inc.. Schauer Investment Management, Inc. is an investment advisor registered with the SEC. Based in , the firm manages approximately $68.7 million in assets for 32 clients. Schauer Investment Management, Inc. provides portfolio management services for individuals and pooled investment vehicles.

$68.69M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kyle Schauer’s Registration & Firm History

CA

01/01/2025 - Present

Schauer Investment Management, Inc. (NORTHRIDGE CA)

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Licenses & Designations

IA

Issued 11/20/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle James Schauer.
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