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Building 2S. R. SCHILL & ASSOCIATES, INC.

Map pinMERCER ISLAND, WA
Phone206-275-2700
NotebookSEC #801-30972
Total AUM
$143.1M
Employees
6
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2448 - 76TH AVE SE
SUITE 107
MERCER ISLAND
WA 98040
United States
Operating Hours
8 AM TO 5 PM, PST
Monday - Friday
Phone
206-275-2700

ReceiptFinancials

Total AUM
$143.1M
Accounts
607
Discretionary
$142.7M
Accounts
606
Non-Discretionary
$333.1K
Accounts
1

ContactClients

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Individual Clients
134
AUM
$26.5M
HNW Individual Clients
61
AUM
$116.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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