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Leonard Alan Skiena

S. R. SCHILL & ASSOCIATES, INC.·MERCER ISLAND, Washington
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2448 - 76TH AVE SE, MERCER ISLAND, WA 98040CRD# 5086092Firm CRD# 105864
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About

Leonard Alan Skiena is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with S. R. SCHILL & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
S. R. SCHILL & ASSOCIATES, INC.
S. R. SCHILL & ASSOCIATES, INC.
AUM
$136M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5086092
Firm CRD# 105864
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leonard Alan Skiena offer?
Leonard Alan Skiena specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.
What are Leonard Alan Skiena's credentials?
Leonard Alan Skiena is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Alan Skiena located?
Leonard Alan Skiena is based in MERCER ISLAND, Washington, working with S. R. SCHILL & ASSOCIATES, INC.. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.
How does Leonard Alan Skiena charge for services?
Leonard Alan Skiena's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is S. R. SCHILL & ASSOCIATES, INC.?
S. R. SCHILL & ASSOCIATES, INC. has approximately 6 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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