← Back to searchVisit website
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
CRD 158577
147 PARK STREET, ROCKLAND, ME, 04841, United States
Phone
(207) 221-2515
Fax
(207) 221-2516
Registration
— (—)
Source
State registered
Total AUM
$28.0M
Discretionary AUM
$15.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $16.9M |
| High net worth individuals | 9 | $10.8M |
All web addresses on file
Official SEC filing: View on IAPD