Be advised. This firm is no longer registered.

Schreiner Capital Management, Inc.

Schreiner Capital Management, Inc. (CRD# 106662) is a financial advisory firm headquartered in Exton, PA. They manage $57,505,561 in 439 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $130,992
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, DE, FL, IL, LA, MA, MD, NC, NH, NJ, NY, OR, PA, TX, WA, WI

Financial Advisors at Schreiner Capital Management, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.