Overview
Assets Under Management: $108 million
High-Net-Worth Clients: 24
Average Client Assets: $4 million
Frequently Asked Questions
SCHNALL ADVISORY SERVICES, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106339), SCHNALL ADVISORY SERVICES, INC is subject to fiduciary duty under federal law.
SCHNALL ADVISORY SERVICES, INC serves 24 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, SCHNALL ADVISORY SERVICES, INC offers financial planning and portfolio management for individuals. View all service details ↓
SCHNALL ADVISORY SERVICES, INC manages $108 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, SCHNALL ADVISORY SERVICES, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 131
Discretionary Accounts: 131
Regulatory Filings
CRD Number: 106339
Last Filing Date: 2024-03-26 00:00:00
Website: https://gmail.com