Scholtz & Co

Scholtz & Co (CRD# 107363) is a financial advisory firm headquartered in Stamford, CT. They manage $136,945,541 in 206 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $664,784
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, NJ, NY, TX

Financial Advisors at Scholtz & Co
Showing 1 - 3 of 3 top financial advisors.
1
Peter D. Scholtz
CRD#: 873183
107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902
103
Wealthminder
score

Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.

2
John H. Blair
CRD#: 1255968
107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902
93
Wealthminder
score

John Blair (CRD# 1255968) is an Investment Advisor Representative working at Scholtz & Co in Stamford, CT and has over 31 years of experience in the finance industry.

3
Carl H. Scholtz
CRD#: 5365510
107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902
90
Wealthminder
score

Carl Scholtz (CRD# 5365510) is an Investment Advisor Representative working at Scholtz & Co in Stamford, CT and has 1 year of experience in the finance industry.

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