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Schlosser Financial Services, Inc.

● SEC registered since 2026CRD 128809SEC# 801-135063
Export (members)
Reg. AUM
$108M
Employees
1
Accounts
219
Location

Schlosser Financial Services, Inc. assets under management

Schlosser Financial Services, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $108 million in regulatory assets under management and employs 1 people.

Schlosser Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Mark Dean Schlosser ControlCcoOver 75%1997

Frequently asked questions

How much does Schlosser Financial Services, Inc. manage?

Schlosser Financial Services, Inc. reports $108 million in regulatory assets under management on its Form ADV.

How many employees does Schlosser Financial Services, Inc. have?

Schlosser Financial Services, Inc. reports 1 employees.

Does Schlosser Financial Services, Inc. disclose fund performance?

Schlosser Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone732-250-4616
Office hours8:00 To 5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$108M
Total (RAUM)$108M