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Richard William Schultz

SCHULTZ AND ASSOCIATES INC.·ASHLAND, Oregon
Clean recordSCHULTZ 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard William Schultz is a registered financial advisor based in ASHLAND, Oregon, affiliated with SCHULTZ AND ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SCHULTZ AND ASSOCIATES INC.
SCHULTZ AND ASSOCIATES INC.
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SCHULTZ AND ASSOCIATES INC. →
Services
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4721432
Firm CRD# 128761
View on FINRA BrokerCheck →

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05

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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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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