Unclaimed Profile

Gregory Ernest Schultz

ASSET ALLOCATION ADVISORS INC·WALNUT CREEK, California

SIE, Series 1, Series 7, Series 24, Series 63, Series 65Clean record38 years registeredASSET ALLOCATION ADVISORS INC

1850 MT DIABLO BLVD, WALNUT CREEK, CA 94596CRD# 709986Firm CRD# 110336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Ernest Schultz · WALNUT CREEK, CA

Registration

CRD #709986 · ASSET ALLOCATION ADVISORS INC · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSET ALLOCATION ADVISORS INC

BURTON ENRIGHT WELCH

Oct 2016 – Apr 2017

Walnut Creek, CA

ASSET ALLOCATION ADVISORS INC

Jan 1988 – Dec 2016

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 5, 1988

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET ALLOCATION ADVISORS INC

CRD 110336 · SEC 801-31221

AUM

$155M

Regulatory assets under management

Employees

453 client accounts

Services offered by ASSET ALLOCATION ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ASSET ALLOCATION ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Gregory Ernest Schultz offer?

Gregory Ernest Schultz specializes in Investment Management, Fee-Only Advisory.

What are Gregory Ernest Schultz's credentials?

Gregory Ernest Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Ernest Schultz located?

Gregory Ernest Schultz is based in WALNUT CREEK, California, last registered with ASSET ALLOCATION ADVISORS INC.

How does Gregory Ernest Schultz charge for services?

Gregory Ernest Schultz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET ALLOCATION ADVISORS INC?

ASSET ALLOCATION ADVISORS INC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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