| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyssa Jane Dalbey Control | Vice President | 5-10% | 2022 |
| Jennifer Leigh Specter Control | Chief Compliance Officer, Chief Operations Officer | 10-25% | 2016 |
| Russell Corey Schultz Control | Ceo | Under 5% | 1982 |
Schultz Financial Group Incorporated reports $196.3 million in regulatory assets under management on its Form ADV.
Schultz Financial Group Incorporated reports 5 employees.
Schultz Financial Group Incorporated is based in Reno, NV and has been SEC-registered since 1983.
Schultz Financial Group Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5190 Neil Road, Suite 450, Reno, NV 89502 |
| Phone | 775-850-5620 |
| Fax | 775-850-5639 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $196.3M |
| Total (RAUM) | $196.3M |