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Kristen Jo Schultze

SCHULTZE ASSET MANAGEMENT, LP·RYE BROOK, New York
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800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 6638530Firm CRD# 110927
01

About

Kristen Jo Schultze is a registered financial advisor based in RYE BROOK, New York, affiliated with SCHULTZE ASSET MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SCHULTZE ASSET MANAGEMENT, LP
SCHULTZE ASSET MANAGEMENT, LP
AUM
$60M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SCHULTZE ASSET MANAGEMENT, LP →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6638530
Firm CRD# 110927
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristen Jo Schultze offer?
Kristen Jo Schultze specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.
What are Kristen Jo Schultze's credentials?
Kristen Jo Schultze is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Jo Schultze located?
Kristen Jo Schultze is based in RYE BROOK, New York, working with SCHULTZE ASSET MANAGEMENT, LP. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Kristen Jo Schultze charge for services?
Kristen Jo Schultze'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 SCHULTZE ASSET MANAGEMENT, LP?
SCHULTZE ASSET MANAGEMENT, LP has approximately 6 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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