107 Elm Street
Four Stamford Plaza, 5th Floor
Stamford, CT 06902
203-714-9900
Scholtz & Company is an investment management firm which provides customized investment services
to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual
investment accounts to help build and maintain a bright financial future. At Scholtz & Company,
we are committed to building lifelong client relationships by providing exceptional service,
personalized portfolios and superior long-term performance. These are goals we have been
successfully achieving since our firms beginning.
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Firm Start Year
No. of Employees
CRD#
Firm CRD#
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Years of Experience in Financial Services
Number of Years with Current Firm
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Work with the following types of clients
Advisory Services Provided
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Can meet clients in the following ways
Registered Investment Advisor
Registered Representative
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
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Financial Organization Memberships
Firm's Number of Clients
Assets Managed by Firm
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Fee Structure
MBA - Finance
BS - Economics
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