SCHULTZ FINANCIAL GROUP INCORPORATED
CRD #108724 SEC #801-18297 RENO, NV 775-850-5620
SEC Registered
Total AUM
$196.3M
Discretionary
$0
Employees
5
Clients
51
Accounts
468
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $196.3M | $0 | $196.3M | 5 | 0 |
| Jul 2024 | $193.5M | $0 | $193.5M | 6 | 0 |
| Mar 2024 | $193.5M | $0 | $193.5M | 6 | 0 |
| Nov 2023 | $177.4M | $0 | $177.4M | 6 | 0 |
| Aug 2023 | $177.4M | $0 | $177.4M | 6 | 0 |
| Jul 2023 | $177.4M | $0 | $177.4M | 6 | 0 |
| Apr 2023 | $177.4M | $0 | $177.4M | 6 | 0 |
| Mar 2023 | $178.1M | $0 | $178.1M | 6 | 0 |
| Feb 2023 | $165.8M | $0 | $165.8M | 8 | 0 |
| Nov 2022 | $165.8M | $0 | $165.8M | 8 | 0 |
| Jun 2022 | $165.8M | $0 | $165.8M | 8 | 0 |
| Mar 2022 | $165.8M | $0 | $165.8M | 8 | 0 |
| Jun 2021 | $154.5M | $0 | $154.5M | 8 | 0 |
| Mar 2021 | $154.5M | $0 | $154.5M | 8 | 0 |
| Mar 2021 | $154.5M | $0 | $154.5M | 8 | 0 |
| Oct 2020 | $179.2M | $0 | $179.2M | 8 | 0 |
| Jun 2020 | $179.2M | $0 | $179.2M | 8 | 0 |
| Jun 2020 | $179.2M | $0 | $179.2M | 8 | 0 |
| Mar 2020 | $179.2M | $0 | $179.2M | 8 | 0 |
| Mar 2019 | $216.4M | $0 | $216.4M | 9 | 0 |
| Mar 2018 | $211.7M | $0 | $211.7M | 9 | 1 |
| Mar 2017 | $201M | $0 | $201M | 10 | 100 |
| Jan 2017 | $206.2M | $1M | $205.2M | 6 | 26 |
| Aug 2016 | $206.2M | $1M | $205.2M | 6 | 26 |
| Mar 2016 | $206.2M | $1M | $205.2M | 5 | 26 |
| Aug 2015 | $209.8M | $208.7M | $1.1M | 7 | 26 |
| Mar 2015 | $209.8M | $208.7M | $1.1M | 7 | 26 |
| Mar 2014 | $194.7M | $8.4M | $186.3M | 7 | 26 |
| Mar 2014 | $194.7M | $8.4M | $186.3M | 7 | 26 |
| Mar 2014 | $182M | $11.5M | $170.5M | 7 | 26 |
| Dec 2013 | $182M | $11.5M | $170.5M | 7 | 26 |
| Apr 2013 | $182M | $11.5M | $170.5M | 7 | 26 |
| Mar 2012 | $143.3M | $14M | $129.4M | 6 | 26 |
| Nov 2011 | $132M | $16.2M | $115.8M | 6 | 26 |
| Mar 2011 | $132M | $16.2M | $115.8M | 10 | -- |
| Feb 2011 | $132M | $16.2M | $115.8M | 10 | -- |
| Oct 2007 | $154.5M | $28.6M | $125.9M | -- | -- |
| Sep 2007 | $154.5M | $28.6M | $125.9M | -- | -- |
| Aug 2007 | $154.5M | $28.6M | $125.9M | -- | -- |
| Feb 2007 | $154.5M | $28.6M | $125.9M | -- | -- |
| Jan 2007 | $154.5M | $28.6M | $125.9M | -- | -- |
| Jan 2006 | $136.8M | $26.9M | $109.9M | -- | -- |
| Aug 2004 | $81.7M | $30.7M | $51M | -- | -- |
| Jun 2001 | $45.4M | $1.4M | $44M | 10 | -- |
DateMar 2025
Total AUM$196.3M
Discretionary$0
Non-Disc.$196.3M
Employees5
Clients0
DateJul 2024
Total AUM$193.5M
Discretionary$0
Non-Disc.$193.5M
Employees6
Clients0
DateMar 2024
Total AUM$193.5M
Discretionary$0
Non-Disc.$193.5M
Employees6
Clients0
DateNov 2023
Total AUM$177.4M
Discretionary$0
Non-Disc.$177.4M
Employees6
Clients0
DateAug 2023
Total AUM$177.4M
Discretionary$0
Non-Disc.$177.4M
Employees6
Clients0
DateJul 2023
Total AUM$177.4M
Discretionary$0
Non-Disc.$177.4M
Employees6
Clients0
DateApr 2023
Total AUM$177.4M
Discretionary$0
Non-Disc.$177.4M
Employees6
Clients0
DateMar 2023
Total AUM$178.1M
Discretionary$0
Non-Disc.$178.1M
Employees6
Clients0
DateFeb 2023
Total AUM$165.8M
Discretionary$0
Non-Disc.$165.8M
Employees8
Clients0
DateNov 2022
Total AUM$165.8M
Discretionary$0
Non-Disc.$165.8M
Employees8
Clients0
DateJun 2022
Total AUM$165.8M
Discretionary$0
Non-Disc.$165.8M
Employees8
Clients0
DateMar 2022
Total AUM$165.8M
Discretionary$0
Non-Disc.$165.8M
Employees8
Clients0
DateJun 2021
Total AUM$154.5M
Discretionary$0
Non-Disc.$154.5M
Employees8
Clients0
DateMar 2021
Total AUM$154.5M
Discretionary$0
Non-Disc.$154.5M
Employees8
Clients0
DateMar 2021
Total AUM$154.5M
Discretionary$0
Non-Disc.$154.5M
Employees8
Clients0
DateOct 2020
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees8
Clients0
DateJun 2020
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees8
Clients0
DateJun 2020
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees8
Clients0
DateMar 2020
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees8
Clients0
DateMar 2019
Total AUM$216.4M
Discretionary$0
Non-Disc.$216.4M
Employees9
Clients0
DateMar 2018
Total AUM$211.7M
Discretionary$0
Non-Disc.$211.7M
Employees9
Clients1
DateMar 2017
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees10
Clients100
DateJan 2017
Total AUM$206.2M
Discretionary$1M
Non-Disc.$205.2M
Employees6
Clients26
DateAug 2016
Total AUM$206.2M
Discretionary$1M
Non-Disc.$205.2M
Employees6
Clients26
DateMar 2016
Total AUM$206.2M
Discretionary$1M
Non-Disc.$205.2M
Employees5
Clients26
DateAug 2015
Total AUM$209.8M
Discretionary$208.7M
Non-Disc.$1.1M
Employees7
Clients26
DateMar 2015
Total AUM$209.8M
Discretionary$208.7M
Non-Disc.$1.1M
Employees7
Clients26
DateMar 2014
Total AUM$194.7M
Discretionary$8.4M
Non-Disc.$186.3M
Employees7
Clients26
DateMar 2014
Total AUM$194.7M
Discretionary$8.4M
Non-Disc.$186.3M
Employees7
Clients26
DateMar 2014
Total AUM$182M
Discretionary$11.5M
Non-Disc.$170.5M
Employees7
Clients26
DateDec 2013
Total AUM$182M
Discretionary$11.5M
Non-Disc.$170.5M
Employees7
Clients26
DateApr 2013
Total AUM$182M
Discretionary$11.5M
Non-Disc.$170.5M
Employees7
Clients26
DateMar 2012
Total AUM$143.3M
Discretionary$14M
Non-Disc.$129.4M
Employees6
Clients26
DateNov 2011
Total AUM$132M
Discretionary$16.2M
Non-Disc.$115.8M
Employees6
Clients26
DateMar 2011
Total AUM$132M
Discretionary$16.2M
Non-Disc.$115.8M
Employees10
Clients--
DateFeb 2011
Total AUM$132M
Discretionary$16.2M
Non-Disc.$115.8M
Employees10
Clients--
DateOct 2007
Total AUM$154.5M
Discretionary$28.6M
Non-Disc.$125.9M
Employees--
Clients--
DateSep 2007
Total AUM$154.5M
Discretionary$28.6M
Non-Disc.$125.9M
Employees--
Clients--
DateAug 2007
Total AUM$154.5M
Discretionary$28.6M
Non-Disc.$125.9M
Employees--
Clients--
DateFeb 2007
Total AUM$154.5M
Discretionary$28.6M
Non-Disc.$125.9M
Employees--
Clients--
DateJan 2007
Total AUM$154.5M
Discretionary$28.6M
Non-Disc.$125.9M
Employees--
Clients--
DateJan 2006
Total AUM$136.8M
Discretionary$26.9M
Non-Disc.$109.9M
Employees--
Clients--
DateAug 2004
Total AUM$81.7M
Discretionary$30.7M
Non-Disc.$51M
Employees--
Clients--
DateJun 2001
Total AUM$45.4M
Discretionary$1.4M
Non-Disc.$44M
Employees10
Clients--