Schultz Financial Group Incorporated
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 108724
- Registered since
- January 27, 1983
- Website
- sfginc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI83.42%
- Individuals13.19%
- Corporations / Businesses1.74%
- Pension & Profit Sharing Plans1.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Schultz Financial Group Incorporated is an independent, privately owned registered investment adviser that has been SEC-registered since 1983. The firm operates as a capital allocator focused on advising individuals, families and some institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting or recommending other advisers rather than running a primarily discretionary asset-management business. Fee arrangements are not asset-based: the firm uses hourly and fixed-fee billing. FINTRX indicates Schultz Financial Group does not identify as an active ESG investor and does not report multi-state or pension-consulting practices.
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents3%
- Private Funds2%
- US Government Bonds1%
Owners & executives
2 of 2
Jennifer Specter
Chief Operations Officer / Chief Compliance OfficerCRD 2988118
Russell Schultz
Chief Executive Officer & Chief Investment OfficerCRD 733097
Contacts
2 of 2
Alyssa Dalbey
Wealth ManagerCRD 6845470
Vicki Schultz
Vice PresidentCRD 1223391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 5190 Neil Rd
- Time zone
- PT (UTC-8)
- Office locations
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