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Home > Retirement Planners > washington > mercer island > S. R. SCHILL & ASSOCIATES, INC.
S. R. SCHILL & ASSOCIATES, INC.
2448 - 76th Ave Se
Suite 107
Mercer Island, Washington 98040
Tel: 206-275-2700
About S. R. SCHILL & ASSOCIATES, INC.
S R SCHILL & ASSOCIATES, INC, formally registered with the SEC as S R SCHILL & ASSOCIATES, INC. The firm was established in 11/02/1987. They have over 1 offices throughout the country.
S. R. SCHILL & ASSOCIATES, INC. is a Mercer Island, Washington based Financial Planning firm with nearly $136,446,660 assets under management, offering retirement planning & investment advisory services to 601 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105864 |
| SEC# | 801-30972 |
| Assets Managed by Firm | $136,446,660 |
| No. of Clients | 601 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 601 | $136,446,660 |
| Individuals (other than high net worth individuals) | 142 | $36,766,500 |
| High net worth individuals | 57 | $99,680,160 |
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|---|---|---|---|
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| $82,657,150,657 | 146 | 653 | |
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