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Roger Nmn Schreiner

SCHREINER CAPITAL MANAGEMENT, INC.·EXTON, Pennsylvania
Unclaimed Profile
111 SUMMIT DRIVE, EXTON, PA 19341CRD# 720102Firm CRD# 106662
01

About

Roger Nmn Schreiner is a registered financial advisor based in EXTON, Pennsylvania, affiliated with SCHREINER CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SCHREINER CAPITAL MANAGEMENT, INC.
SCHREINER CAPITAL MANAGEMENT, INC.
AUM
$40M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SCHREINER CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 720102
Firm CRD# 106662
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Nmn Schreiner offer?
Roger Nmn Schreiner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EXTON, Pennsylvania for a consultation.
What are Roger Nmn Schreiner's credentials?
Roger Nmn Schreiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Nmn Schreiner located?
Roger Nmn Schreiner is based in EXTON, Pennsylvania, working with SCHREINER CAPITAL MANAGEMENT, INC.. Their office serves clients in the EXTON metropolitan area and surrounding communities.
How does Roger Nmn Schreiner charge for services?
Roger Nmn Schreiner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHREINER CAPITAL MANAGEMENT, INC.?
SCHREINER CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Mark Edward Prowell — PROWELL FINANCIAL MANAGEMENT, LLCChristopher James Annas — MERIDIAN WEALTH PARTNERS, LLCBrian Timothy Kohute — MERIDIAN WEALTH PARTNERS, LLCJay L Heller — MERIDIAN WEALTH PARTNERS, LLCDenean Reuben Williams — 4ALPHAS CAPITAL LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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