Schreier Financial, LLC

Overview

Schreier Financial, LLC operates as a small, primarily non‑discretionary advisory and insurance/accounting practice that emphasizes equity exposure. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting while also acting as an insurance broker and accountant. Fee arrangements are flexible — the firm uses percentage‑of‑AUM fees alongside hourly and fixed fees — and its filings indicate it is not positioning itself as an ESG specialist. Investment activity centers on listed equities and exchange‑traded products as the dominant allocation, with additional use of mutual funds and annuities to fill out client solutions. The firm reports working with third‑party managers for real estate exposure rather than operating an in‑house private markets platform.

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Public Holdings

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Location & Offices