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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| ERICKSON, MARCIA, ANN | I | PRESIDENT | NA | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHULTZ, SCOTT, THOMAS | I | CHAIRMAN/CHIEF INVESTMENT STRATEGIST/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 24, 2007 REGISTERED
Notice Filings (5)
FL IA IL IN MI
Address
160 E. GRAND RIVERSUITE B
WILLIAMSTON, MI 48895
USA
Phone: 517-347-2700