Schultz And Associates Inc.
Schultz And Associates Inc. (CRD# 128761) is a financial advisory firm headquartered in Ashland, OR. They manage $32,718,593 in 140 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts140ACCOUNTS
Average Account Value$233,704
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
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.