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Building 2SCHULTZ FINANCIAL GROUP INCORPORATED

Map pinRENO, NV
Phone775-850-5620
NotebookSEC #801-18297
Total AUM
$214.8M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5190 NEIL ROAD
SUITE 450
RENO
NV 89502
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
775-850-5620

ReceiptFinancials

Total AUM
$214.8M
Accounts
478
Discretionary
$0
Accounts
0
Non-Discretionary
$214.8M
Accounts
478

ContactClients

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Individual Clients
53
AUM
$28.3M
HNW Individual Clients
57
AUM
$179.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Corporation or Business Clients
6
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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