Schill S R & Associates Inc is a large advisory firm based in Mercer Island. It manages $115.12 million of regulatory assets for 493 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Louisiana, Texas, and Washington.
Schill S R & Associates provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schill S R & Associates Inc is $115.12 million. The firm's AUM has grown by 144% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Schill S R & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stanley Roi Schill has been acting as President since 1 Jul 1987. Stacy Nancy Schill joined the executive team most recently as the Vice President, Client Relations & Marketing.
The principal office where Schill S R & Associates Inc performs its advisory services is located at 2448 76 Th Ave Se, Mercer Island, WA 98040, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-275-2700 or by fax 206-275-2710. The normal business hours are 8 am to 5 pm, pst on Monday - Friday.