Schnall Advisory Services, Inc
Firm details
- Headquarters
- ,
- CRD number
- 106339
- Registered since
- November 16, 1994
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.25%
- Individuals3.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Schnall Advisory Services, Inc. is an independent registered investment advisor that has been operational since 1994. The firm primarily serves individual clients and families, providing a range of financial planning services and portfolio management tailored to the needs of small businesses and individuals. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Schnall Advisory Services does not engage in active ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
1 of 1
Darin Schnall
PresidentCRD 1566274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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