Scott Schultz Closed-end Funds, Inc.

Scott Schultz Closed-end Funds, Inc. (CRD# 121993) is a financial advisory firm headquartered in Williamston, MI. They manage $2,000,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $80,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, MI

Financial Advisors at Scott Schultz Closed-end Funds, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Scott T. Schultz
CRD#: 1124151
1099 E. Grand River Rd., Suite 2, Williamston, MI 48895
19
Wealthminder
score

Scott Schultz (CRD# 1124151) is an Investment Advisor Representative working at Scott Schultz Closed-end Funds, Inc. in Williamston, MI and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.