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SCHULTZ FINANCIAL MANAGEMENT CORPORATION
714-731-0848
SEC #801-64529Total AUM
$57.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
714-731-0848
Financials
Total AUM
$57.9M
Accounts
336Discretionary
$52.6M
Accounts
312Non-Discretionary
$5.3M
Accounts
24
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.