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, privately owned RIA organized as a corporation that has been SEC-registered since 1987. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing model combines percentage-of-AUM fees with fixed fees. The firm is not positioned as a capital allocator and does not emphasize ESG strategies.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$212M in ETFs
77%
$164M
0%
$48.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $24.2M | 270,066 | 11.41% |
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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