Schultz Financial Group Incorporated is a large advisory firm based in Reno. It manages $216.38 million of regulatory assets for 470 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Nevada, and Texas.
Schultz Financial Group Incorporated provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schultz Financial Group Incorporated is $216.38 million. The firm's AUM has grown by 165% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Schultz Financial Group Incorporated for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Schultz Financial Group Incorporated is high net worth individuals with 49 clients and $184.34 million of assets under management. Among the 8 most similar advisory firms, Schultz Financial Group Incorporated has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $212.91 million for 119 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Schultz Financial Group Incorporated doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Sameer J Sudame has served as the Chief Investment Officer since 1 May 2007. Jennifer Leigh Specter joined the executive team most recently as the Chief Compliance Officer, Chief Operations Officer.
The principal office where Schultz Financial Group Incorporated performs its advisory services is located at 10765 Double R Blvd, Reno, NV 89521, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 775-850-5620 or by fax 775-850-5639. The normal business hours are 8:30 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at sfginc.com.