S. R. Schill & Associates, Inc.
Firm details
- Headquarters
- Mercer Island, Washington
- CRD number
- 105864
- Registered since
- November 2, 1987
- Website
- www.srschill.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.47%
- Individuals18.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
S. R. Schill & Associates, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1987. The firm serves individual and family clients and offers fee models that include a percentage-of-assets arrangement and fixed fees. Core advisory services listed in regulatory filings are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify itself as an active ESG investor and is not positioned as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Leonard Skiena
Principal and Chief Executive OfficerCRD 5086092
Contacts
3 of 4
Eva Baker
PrincipalCRD 4346734
Stacy Schill
Vice PresidentCRD 6174024
Stanley Schill
PrincipalCRD 413364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$219M in ETFs
78%
$170M
1%
$49M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $25.6M | 265,375 | 11.72% |
Location
Mercer Island, WA
King
Location
Mercer Island, WA
Headquartered in Mercer Island, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 2448 76th Ave Se
- Time zone
- PT (UTC-8)
- Office locations
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