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SCHULTZ AND ASSOCIATES INC.
CRD 128761 · SEC 801-62451
125 N 2ND ST., ASHLAND, OR, 97520, United States
Phone
541-482-5170
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $8.5M |
Official SEC filing: View on IAPD