Investment adviser · CRD 128761

SCHULTZ AND ASSOCIATES INC.

Investment adviser filing (IA)

ASHLAND, OR, United States · Form ADV filed May 14, 2012

Regulatory AUM
$43M
Form ADV · Item 5.F
Client accounts
180
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 14, 2012. View historical filings

Reported services

Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

125 NORTH 2ND ST
ASHLAND, OR, 97520, United States

CRD 128761

Filing source

Form ADV 647016 · May 14, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.