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SCHULTZ FINANCIAL GROUP INCORPORATED
CRD 108724 · SEC 801-18297
5190 NEIL ROAD, SUITE 450, RENO, NV, 89502, United States
Phone
775-850-5620
Fax
775-850-5639
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.8M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $28.3M |
| High net worth individuals | 57 | $179.2M |
| Corporations/business entities | 6 | $3.7M |
States served
CA, NV, TX, NH
All web addresses on file
Official SEC filing: View on IAPD