Schulz Wealth, Ltd.
Schulz Wealth, Ltd. (CRD# 172194) is a financial advisory firm headquartered in Mansfield, TX. They manage $320,813,297 in 497 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management321MILLION
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Total Number of Accounts497ACCOUNTS
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Average Account Value$645,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
Robert Schulz (CRD# 2664834) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 28 years of experience in the finance industry.
Austin Smith (CRD# 6937398) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 5 years of experience in the finance industry.
Jared Pestcoe (CRD# 6811900) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 6 years of experience in the finance industry.