CRD: 106339
Schnall Advisory Services, INC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 2, 2023 and March 26, 2024, reported AUM increased 5.3%, from $102.8M to $108.2M.
Across 5 reported observations, AUM decreased 9.1% between November 20, 2020 and March 26, 2024, from $119.1M to $108.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 31 clients, or 31 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 26, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DARIN ZACHARY SCHNALL
Advisor, Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,221,920 | $826,122 |
| Non-Discretionary | $0 | -- |
| Total | $108,221,920 | $826,122 |
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Separately Managed Accounts
SMA allocation detail is available
Schnall Advisory Services, INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.