Schill S R & Associates Inc (Mercer Island)

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.

Schill S R & Associates: assets under management

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 firm manages $113.4 million in discretionary accounts and $1.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $172.81 thousand.

Fees & Commissions

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.

Careers at Schill S R & Associates Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stanley Roi Schill	President	1 Jul 1987	75% - 100%	4346728
Stephen Leonard Kessler	Vp - dir of research	1 Apr 1991	Other	268699
Anne Avery	Retired	1 May 1999	Other	4346715
Eva Vivian Baker	Treasurer	1 May 1999	Other	4346734
Scott Schill	Secretary	1 May 1999	Other	3210626
Leonard Alan Skiena	Vice president	1 Mar 2006	Other	5086092
Robert Edwin Toomey	Director of research	1 Jul 2011	Other	1731557
Stacy Nancy Schill	Vice president, client relations & marketing	1 Oct 2012	Other	6174024
Stacy Nicole Schill	Vice president, client relations & marketing	1 Oct 2012	Other	6174024

Based in Mercer Island

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.