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Bryan Thomas Schultz

BODRI CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California
Unclaimed Profile
ONE FERRY BUILDING, SAN FRANCISCO, CA 94111CRD# 2529566Firm CRD# 158076
01

About

Bryan Thomas Schultz is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BODRI CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BODRI CAPITAL MANAGEMENT, LLC
BODRI CAPITAL MANAGEMENT, LLC
AUM
$235M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BODRI CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFROMANCE BASED PROFIT ALLOCATIONS
Regulatory
SEC/IARD CRD# 2529566
Firm CRD# 158076
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Thomas Schultz offer?
Bryan Thomas Schultz specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Bryan Thomas Schultz's credentials?
Bryan Thomas Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Thomas Schultz located?
Bryan Thomas Schultz is based in SAN FRANCISCO, California, working with BODRI CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Bryan Thomas Schultz charge for services?
Bryan Thomas Schultz's firm is compensated through percentage of aum, other: perfromance based profit allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BODRI CAPITAL MANAGEMENT, LLC?
BODRI CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BODRI CAPITAL MANAGEMENT, LLC

Jesse Thomas Johannesen
SAN FRANCISCO, CA
Jerome Harold Debs Ii
SAN FRANCISCO, CA

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Research
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