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, SEC‑registered advisory corporation that serves individual and family clients. The firm operates on a fee basis — charging a percentage of assets under management and offering fixed‑fee arrangements — and its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The adviser does not identify as an active ESG investor and is organized as an individually owned RIA that has been SEC‑registered since 1987.
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 1LEONARD SKIENA
Principal and Chief Executive OfficerCRD 5086092
Contacts
3 of 4EVA 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 25Active vs passive
$193M in ETFs
78%
$150M
4%
$42.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $22.2M | 245,596 | 11.52% |
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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