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SCHULTZ FINANCIAL GROUP INCORPORATED
5190 Neil Road
Suite 450
Reno, Nevada 89502
Tel: 775-850-5620
About SCHULTZ FINANCIAL GROUP INCORPORATED
SCHULTZ FINANCIAL GROUP INCORPORATED, formally registered with the SEC as SCHULTZ FINANCIAL GROUP INCORPORATED. The firm was established in 01/27/1983. They have over 3 offices throughout the country.
SCHULTZ FINANCIAL GROUP INCORPORATED is a Reno, Nevada based Financial Planning firm with nearly $193,526,938 assets under management, offering retirement planning & investment advisory services to 470 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108724 |
| SEC# | 801-18297 |
| Assets Managed by Firm | $193,526,938 |
| No. of Clients | 470 |
| No. of Advisors | 6 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 470 | $193,526,938 |
| Individuals (other than high net worth individuals) | 74 | $26,725,404 |
| High net worth individuals | 50 | $163,640,251 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,515,654 |
| Charitable organizations | Fewer than 5 clients | $426,962 |
| Corporations or other businesses | Fewer than 5 clients | $1,218,667 |
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