SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC. of ROCKLAND, ME is an SEC-registered investment adviser (CRD 158577). Regulatory assets under management: $28.0M.

Registration

• CRD: 158577
• Type: Registered investment adviser
• Location: 147 PARK STREET, ROCKLAND, ME, 04841
• Phone: (207) 221-2515
• Latest filing: 2026-02-04
• Regulatory AUM: $28.0M
• Discretionary AUM: $15.2M
• Non-discretionary AUM: $12.8M
• Clients: 1
• Accounts: 218

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158577 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search