← Tributary

S. R. SCHILL & ASSOCIATES, INC.

MERCER ISLAND, WA · CRD 105864 · IAPD ↗ · 206-275-2700

$143.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
November 2024 — S. R. SCHILL & ASSOCIATES, INC. reported RAUM down 44% ($243.4M -> $136.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.