firm profile
S. R. Schill & Associates, Inc.
Overview
S. R. Schill & Associates, Inc. is an SEC registered investment adviser based in Mercer Island, WA, registered since 1987. It reports $143M in assets under management across 607 accounts, with 6 employees. It has 3 investment adviser representatives.
- Reported AUM
- $143M
- Discretionary
- 100%
- Accounts
- 607
- Average account
- $236K
- Employees
- 6
- Advisory reps
- 3
- Registered since
- 1987
- Jurisdictions
- 4
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 4
- Leonard Alan Skiena Chief Executive Officer, Chief Compliance Officer CRD 5086092
- Stanley Roi Schill Chairman CRD 413364
- Stacy Nicole Schill Vice President, Client Relations, Marketing CRD 6174024
1 more executive officer, with direct contact details
Advisory reps 3 of 3
- Scott Jason Schill Investment Adviser Rep CRD 3210626
- Stanley Roi Schill Investment Adviser Rep CRD 413364
- Leonard Alan Skiena Investment Adviser Rep CRD 5086092
Location
- Headquarters
- 2448 76th Ave SE Ste 107
Mercer Island, WA 98040 - County
- King
- Metro area
- Seattle-Tacoma-Bellevue, WA
- Region
- West
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: srschill.com
Every state, with registration dates
Similar firms near Mercer Island
- Northwest Asset ManagementMercer Island, WA$4.1B AUM
- TSP Advisors, LLCMercer Island, WA$317M AUM
- The Fauser Group, LLCMercer Island, WA$314M AUM
- The Planner's Edge LLCMercer Island, WA$179M AUM
- DLK Investment Advisors, LLCMercer Island, WA$141M AUM
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