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SCHNALL ADVISORY SERVICES, INC

CRD 106339 · SEC 801-47703

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$108.2M

Discretionary AUM

$108.2M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2024-03-26

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)TAX PLANNING

Client types

TypeClientsAUM
Individuals7$4.1M
High net worth individuals24$104.2M

All web addresses on file

Official SEC filing: View on IAPD