SCHULTZ AND ASSOCIATES INC.

SCHULTZ AND ASSOCIATES INC. of ASHLAND, OR is an SEC-registered investment adviser (CRD 128761). Regulatory assets under management: $8.5M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

NameRoleLocation
SCHULTZ RICHARD WILLIAMPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICIER

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