CRD: 137969
Schnell Financial Group, LLC
$67.3M Total AUM
$67.3M Disc. AUM
-- 3Y CAGR
5 Employees
92 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-13-2005
- Office Locations
- 1
Office Locations
821 Thompson Boulevard Sedalia MO
About Schnell Financial Group, LLC
Schnell Financial Group, LLC is a Sedalia-based RIA. The firm has been operating for 20 years. Managing $67.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
33 AVG AGE
$22.4M AVG AUM / ADVISOR
$731.4K AVG AUM / CLIENT
8.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
K
KEVIN LEN SCHNELL
Manager
- CRD
- #1171829
- Ownership
- 50% but less than 75%
Available
Available
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W
WANDA SUE SCHNELL
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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K
Keaton G Schnell
--
- CRD
- #7458331
Available
Available
Available
K
Kloe' D. Schnell
--
- CRD
- #8183188
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,285,485 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,285,485 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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