Schreiner Capital Management, Inc. (Exton)

Name: Schreiner Capital Management, Inc.
Address: 111 Summit Drive, Exton, PA, 19341
Telephone: 610-524-7310

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.

Schreiner Capital Management: assets under management

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 firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108.4 thousand each.

Fees & Commissions

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.

Careers at Schreiner Capital Management, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger Nmn Schreiner	Chief executive officer	1 Nov 1989	75% - 100%	720102
Roger Schreiner	President	1 Nov 1989	50% - 75%	720102
Roger Jerome Schreiner	Chief executive officer / chief compliance officer	1 Nov 1989	75% - 100%	720102
Paul Jeffrey Montgomery	Shareholder	1 Jul 1993	50% - 75%	2020148
Kevin Armin Sareyka	President	1 Dec 2004	Other	4889935
Brian Andrew Schreiner	Chief compliance officer	1 Aug 2012	Other	4551957

Based in Exton

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.