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Robert Allen Schultz

ARGOS GLOBAL ADVISORS, LLC·SANTA BARBARA, California
Clean recordARGOS GLOBAL ADVISORS, LLC
812 ANACAPA ST., SANTA BARBARA, CA 93101CRD# 5640026Firm CRD# 287672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Allen Schultz · SANTA BARBARA, CA
Registration
CRD #5640026 · ARGOS GLOBAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Allen Schultz is a registered financial advisor based in SANTA BARBARA, California, affiliated with ARGOS GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ARGOS GLOBAL ADVISORS, LLC
ARGOS GLOBAL ADVISORS, LLC
AUM
$12M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ARGOS GLOBAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5640026
Firm CRD# 287672
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Allen Schultz offer?
Robert Allen Schultz specializes in Investment Management, Retirement Planning. Contact their office in SANTA BARBARA, California for a consultation.
What are Robert Allen Schultz's credentials?
Robert Allen Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Allen Schultz located?
Robert Allen Schultz is based in SANTA BARBARA, California, working with ARGOS GLOBAL ADVISORS, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Robert Allen Schultz charge for services?
Robert Allen Schultz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARGOS GLOBAL ADVISORS, LLC?
ARGOS GLOBAL ADVISORS, LLC has approximately 3 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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