firm profile
Schultz and Associates Inc.
Overview
Schultz and Associates Inc. is a state registered investment adviser based in Ashland, OR, registered since 2012. It reports $8.5M in assets under management across 49 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $8.5M
- Discretionary
- 100%
- Accounts
- 49
- Average account
- $174K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2012
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Richard W Schultz President, Chief Compliance Officer CRD 4721432
Advisory reps 1 of 1
- Richard W Schultz Investment Adviser Rep CRD 4721432
Location
- Headquarters
- 125 N 2nd St
Ashland, OR 97520 - County
- Jackson
- Metro area
- Medford, OR
- Region
- West
Registrations
- State registered
- Registered in 1 jurisdiction
Every state, with registration dates
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- Nagel & Padilla, LLCAshland, OR1 reps
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