Newman & Schimel, LLC info
Newman & Schimel, LLC (SEC CIK 1838938) first filed with the SEC on 2021-01-21 (Form 13F-HR) and has filed 9 times since, including 9 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 740 WAUKEGAN ROAD, SUITE 205, DEERFIELD, IL, 60015.
- Name: Value Newman & Schimel, LLC.
- SEC CIK: Value 1838938.
- State of organization: Value DE.
- Business address: Value 740 WAUKEGAN ROAD, SUITE 205, DEERFIELD, IL, 60015.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Newman & Schimel, LLC |
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| SEC CIK | 1838938 |
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| State of organization | DE |
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| Business address | 740 WAUKEGAN ROAD, SUITE 205, DEERFIELD, IL, 60015 |
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| Mailing address | 740 WAUKEGAN ROAD, SUITE 205, DEERFIELD, IL, 60015 |
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| Phone | 847-317-9350 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2021-01-21 (Form 13F-HR) |
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| Latest SEC filing | 2023-01-23 (Form 13F-HR) |
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| Filings on EDGAR | 9 |
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| First Form 13F-HR | 2021-01-21 (quarter ended 2020-12-31) |
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| Latest Form 13F-HR | 2023-01-23 (quarter ended 2022-12-31) |
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| Form 13F-HR filings | 9 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 1 | 1 |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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