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SCHLOSSER FINANCIAL SERVICES, INC.
CRD 128809 · SEC 801-135063
NJ, United States
Phone
732-250-4616
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$108.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $108.0M |
States served
NJ
Official SEC filing: View on IAPD