SCHLOSSER FINANCIAL SERVICES, INC.

SCHLOSSER FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 128809). Regulatory assets under management: $108.0M.

Registration

• CRD: 128809
• SEC file number: 801-135063
• Type: Registered investment adviser
• Phone: 732-250-4616
• Latest filing: 2026-07-30
• Regulatory AUM: $108.0M
• Non-discretionary AUM: $108.0M
• Clients: 1
• Accounts: 219

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128809 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search