Schultz And Associates Inc.
Schultz And Associates Inc. (CRD# 128761) is a financial advisory firm headquartered in Ashland, OR. They manage $13,475,433 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Schultz And Associates Inc.
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts63ACCOUNTS
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Average Account Value$213,896
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

Registered Investment Advisor
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.
OR
Financial Advisors at Schultz And Associates Inc.
1
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.
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