Schnall Advisory Services

EST. AUM
$108,221,920

CONTACTS
1

CLIENT ACCOUNTS
131

Firm Details

Metro area New York City
CRD Number 106339
Website schnalladvisoryservices.com
Client types

Overview

Schnall Advisory Services is a boutique, fee-only investment advisory firm based in New York City, specializing in personalized wealth management for high-net-worth individuals and family trusts. Founded in 1991 and located in the Empire State Building, the firm manages approximately $105 million in assets across about 45 clients, primarily with net worths between $1 million and $10 million.

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See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Schnall Advisory Services

Platform Details

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