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David Walter Schulz

440 INVESTMENT GROUP, LLC·LEAWOOD, Kansas
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11300 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211CRD# 2435219Firm CRD# 155399
01

About

David Walter Schulz is a registered financial advisor based in LEAWOOD, Kansas, affiliated with 440 INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
440 INVESTMENT GROUP, LLC
440 INVESTMENT GROUP, LLC
AUM
$157M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at 440 INVESTMENT GROUP, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2435219
Firm CRD# 155399
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Walter Schulz offer?
David Walter Schulz specializes in Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are David Walter Schulz's credentials?
David Walter Schulz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Walter Schulz located?
David Walter Schulz is based in LEAWOOD, Kansas, working with 440 INVESTMENT GROUP, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does David Walter Schulz charge for services?
David Walter Schulz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 440 INVESTMENT GROUP, LLC?
440 INVESTMENT GROUP, LLC has approximately 4 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
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City Guides
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Research
Advisor Fees in KansasNational Fee Analysis
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