CRD: 106339
Schnall Advisory Services, INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-1994
- Office Locations
- 1
Office Locations
About Schnall Advisory Services, INC
Schnall Advisory Services is a New York-based, founder-led RIA providing personalized, objective wealth management for individuals and family trusts. The firm pairs financial planning with portfolio management focused on asset allocation and risk management, using public funds including mutual funds and ETFs. Principal advisor Darin Zachary Schnall leads the practice, which has been featured in outlets such as The Wall Street Journal.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DARIN ZACHARY SCHNALL
Advisor, Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,221,920 | $826,122 |
| Non-Discretionary | $0 | -- |
| Total | $108,221,920 | $826,122 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing