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S. R. Schill & Associates, Inc.

● SEC registered since 1987CRD 105864SEC# 801-30972Mercer Island, WA
Export (members)
Reg. AUM
$126.9M
Employees
6
Accounts
565
Location
Mercer Island, WA

S. R. Schill & Associates, Inc. assets under management

S. R. Schill & Associates, Inc. is an SEC-registered investment adviser based in Mercer Island, WA. The firm has been registered since 1987. It reports $126.9 million in regulatory assets under management and employs 6 people.
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S. R. Schill & Associates, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Eva Vivian Baker ControlTreasurer10-25%1999
Leonard Alan Skiena ControlChief Executive Officer / Chief Compliance Officer50-75%2006
Stacy Nicole Schill ControlVice President, Client Relations & Marketing10-25%2012
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Frequently asked questions

How much does S. R. Schill & Associates, Inc. manage?

S. R. Schill & Associates, Inc. reports $126.9 million in regulatory assets under management on its Form ADV.

How many employees does S. R. Schill & Associates, Inc. have?

S. R. Schill & Associates, Inc. reports 6 employees.

Where is S. R. Schill & Associates, Inc. located?

S. R. Schill & Associates, Inc. is based in Mercer Island, WA and has been SEC-registered since 1987.

Does S. R. Schill & Associates, Inc. disclose fund performance?

S. R. Schill & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2448 - 76th Ave SE, Suite 107, Mercer Island, WA 98040
Phone206-275-2700
Fax206-275-2710
Office hours8 a.m. To 5 p.m., Pst
SEC regionSan Francisco Regional Office (SFRO)
CIK1616004
Discloses disciplinary historyNo

Assets under management

Discretionary$126.6M
Non-discretionary$284K
Total (RAUM)$126.9M