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Building 2SCHOLTZ & COMPANY, LLC

Map pinSTAMFORD, CT
Phone203-714-9900
NotebookSEC #801-77840
Total AUM
$340.5M
Employees
7
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
107 ELM STREET
FOUR STAMFORD PLAZA, 5TH FLOOR
STAMFORD
CT 06902
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
203-714-9900

ReceiptFinancials

Total AUM
$340.5M
Accounts
380
Discretionary
$340.5M
Accounts
380
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$49M
HNW Individual Clients
102
AUM
$280M
Pension/Profit Sharing Plan Clients
1
AUM
$8.4M
Charitable Organization Clients
1
AUM
$3.2M

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
CACTFLLAMANJNYTXVA

HandshakeAffiliates

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

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