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Richard William Schultz

SCHULTZ AND ASSOCIATES INC.·ASHLAND, Oregon
Clean record22 years registeredSCHULTZ AND ASSOCIATES INC.
125 NORTH 2ND ST, ASHLAND, OR 97520CRD# 4721432Firm CRD# 128761

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard William Schultz · ASHLAND, OR
Registration
CRD #4721432 · SCHULTZ AND ASSOCIATES INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

SCHULTZ AND ASSOCIATES INC.
Dec 2003 – present
02

Registrations & Exams

Registration record
First registered · December 9, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHULTZ AND ASSOCIATES INC.
CRD 128761 · SEC 801-62451
AUM
$43M
Regulatory assets under management
Employees
1
180 client accounts
Services offered by SCHULTZ AND ASSOCIATES INC.
Per Form ADV
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SCHULTZ AND ASSOCIATES INC. →
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Frequently Asked Questions

What services does Richard William Schultz offer?
Richard William Schultz specializes in Investment Management, Fee-Only Advisory. Contact their office in ASHLAND, Oregon for a consultation.
What are Richard William Schultz's credentials?
Richard William Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard William Schultz located?
Richard William Schultz is based in ASHLAND, Oregon, working with SCHULTZ AND ASSOCIATES INC.. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.
How does Richard William Schultz charge for services?
Richard William 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 SCHULTZ AND ASSOCIATES INC.?
SCHULTZ AND ASSOCIATES INC. has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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