800 Westchester Avenue
Suite S-632
Rye Brook, New York 10573
Tel: 914-701-5260
SCHULTZE ASSET MANAGEMENT, LP, formally registered with the SEC as SCHULTZE ASSET MANAGEMENT, LP. The firm was established in 06/09/2003. They have over 1 offices throughout the country.
SCHULTZE ASSET MANAGEMENT, LP is a Rye Brook, New York based Financial Planning firm with nearly $60,454,779 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110927 |
| SEC# | 801-62112 |
| Assets Managed by Firm | $60,454,779 |
| No. of Clients | 16 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $60,454,779 |
| Individuals (other than high net worth individuals) | 7 | $8,294,586 |
| High net worth individuals | 1 | $4,886,127 |
| Pension and profit sharing plans | 1 | $128,036 |
| Charitable organizations | 2 | $390,723 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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