← Back to searchVisit website
PACIFIC INVESTMENT RESEARCH
SCHULTZ FINANCIAL MANAGEMENT CORPORATION
CRD 132063 · SEC 801-64529
942 E. CHAPMAN AVE., ORANGE, CA, 92866, United States
Phone
714-731-0848
Fax
714-276-6500
Registration
— (—)
Source
State registered
Total AUM
$150.5M
Discretionary AUM
$150.5M
Team
1 total employees; 1 advisory reps; 89 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $37.0M |
| High net worth individuals | 49 | $113.5M |
All web addresses on file
Official SEC filing: View on IAPD