Schultz And Associates Inc.

Schultz And Associates Inc. (CRD# 128761) is a financial advisory firm headquartered in Ashland, OR. They manage $12,188,662 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
125 N 2nd St., Ashland, OR 97520
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $199,814
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Schultz And Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard Schultz, financial advisor Ashland OR
Richard W. Schultz
CRD#: 4721432
125 N 2nd St, Ashland, OR 97520

Richard Schultz (CRD# 4721432) is an Investment Advisor Representative working at Schultz And Associates Inc. in Ashland, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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