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SCHOLTZ & COMPANY, LLC
SCHOLTZ & COMPANY, L.L.C.
CRD 107363 · SEC 801-77840
107 ELM STREET, FOUR STAMFORD PLAZA, 5TH FLOOR, STAMFORD, CT, 06902, United States
Phone
203-714-9900
Fax
203-588-9032
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$340.5M
Discretionary AUM
$340.5M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $49.0M |
| High net worth individuals | 102 | $280.0M |
| Pension/profit sharing plans | 1 | $8.4M |
| Charitable organizations | 1 | $3.2M |
States served
CA, LA, MA, NJ, NY, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD