SCHULTZ INVESTMENT ADVISORS, INC.
CRD #121993 SEC #801-62418 WILLIAMSTON, MI 517-347-2700
SEC Registered
Total AUM
$40.7M
Discretionary
$40.7M
Employees
5
Clients
10
Accounts
211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $4.6M | $4.6M | $0 | 5 | -- |
| Jul 2010 | $4.7M | $4.7M | $0 | 5 | -- |
| Dec 2007 | $15.2M | $15.2M | $0 | 5 | -- |
| Nov 2007 | $15.2M | $15.2M | $0 | 5 | -- |
| Oct 2007 | $15.2M | $15.2M | $0 | 5 | -- |
| Sep 2007 | $15.2M | $15.2M | $0 | 5 | -- |
| May 2007 | $15.2M | $15.2M | $0 | 5 | -- |
| Mar 2007 | $15.2M | $15.2M | $0 | 5 | -- |
| Jan 2007 | $40.7M | $40.7M | $0 | 5 | -- |
| Jan 2006 | $41M | $41M | $0 | 5 | -- |
| Dec 2005 | $40.7M | $40.7M | $0 | 5 | -- |
| Jan 2005 | $33.5M | $33.5M | $0 | 5 | -- |
| Jul 2004 | $33.5M | $33.5M | $0 | 5 | -- |
| May 2004 | $33.5M | $33.5M | $0 | 5 | -- |
| Apr 2004 | $33.5M | $33.5M | $0 | 5 | -- |
DateMar 2011
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--