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Building 2SCHULZ FINANCIAL GROUP

Map pinTUCSON, AZ
Phone(520) 495-2800
NotebookSEC #801-135037
Total AUM
$114.9M
Employees
3
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6849 N ORACLE RD,
STE 175
TUCSON
AZ 85704
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(520) 495-2800

ReceiptFinancials

Total AUM
$114.9M
Accounts
493
Discretionary
$114.9M
Accounts
493
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
332
AUM
$73.2M
HNW Individual Clients
21
AUM
$41.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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