Schultz Retirement Income Solutions, Inc.
Schultz Retirement Income Solutions, Inc. (CRD# 158577) is a financial advisory firm headquartered in Rockland, ME. They manage $26,605,070 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Schultz Retirement Income Solutions, Inc.
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$133,025
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ME
Financial Advisors at Schultz Retirement Income Solutions, Inc.
1
Nancy Schultz (CRD# 4318143) is an Investment Advisor Representative working at Schultz Retirement Income Solutions, Inc. in Rockland, ME and has over 23 years of experience in the finance industry.
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