Schultz And Associates Inc.
Firm details
- Headquarters
- Ashland, Oregon
- CRD number
- 128761
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Schultz And Associates Inc. is a small, owner-operated corporate advisory firm that provides portfolio management services to individual and family clients, as well as small businesses. The firm charges fees as a percentage of assets under management and focuses on traditional portfolio management rather than ESG or pension consulting. It is not registered as a multi-state adviser and describes its primary advisory activity as direct portfolio management for individuals and small-business owners.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds73%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
- Other2%
Contacts
1 of 1Richard Schultz
PresidentCRD 4721432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ashland, OR
Jackson
Location
Ashland, OR
Headquartered in Ashland, OR, anchoring the Medford-Grants Pass, OR metro in the West.
- Metro area
- Medford-Grants Pass, OR
- Region
- West
- County
- Jackson
- Address
- 125 N 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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