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).

Current Firm Details
125 N 2nd St., Ashland, OR 97520
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $233,704
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
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, 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
87
Wealthminder
score

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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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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