# SCHLOSSER FINANCIAL SERVICES, INC.

SCHLOSSER FINANCIAL SERVICES, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 128809
- Type: SEC-registered investment adviser
- SEC file number: 801-135063
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Mark Dean Schlosser | CCO; CCO/CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128809/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128809/similar
- Related entities: https://search.stillhousedata.com/firm/128809/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128809

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.