Scholtz & Co
Scholtz & Co (CRD# 107363) is a financial advisory firm headquartered in Stamford, CT. They manage $149,246,322 in 219 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management149MILLION
Total Number of Accounts219ACCOUNTS
Average Account Value$681,490
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, LA, NJ, NY, TX
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.
John Blair (CRD# 1255968) is an Investment Advisor Representative working at Scholtz & Co in Stamford, CT and has over 32 years of experience in the finance industry.
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.