Schreiner Capital Management, Inc. is an adviser based in Exton. It manages $40 million of regulatory assets for 369 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 16 other states.
Schreiner Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schreiner Capital Management, Inc. is $40 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Schreiner Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roger Schreiner has been acting as President since 1 Nov 1989. Brian Andrew Schreiner joined the executive team most recently as the Chief Compliance Officer.
The principal office where Schreiner Capital Management, Inc. performs its advisory services is located at 111 Summit Drive, Exton, PA 19341, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-524-7310 or by fax 610-524-4050. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at scminvest.com.