SCHULTZ AND ASSOCIATES INC.
CRD #128761 SEC #801-62451 ASHLAND, OR 541-482-5170
SEC Registered
Total AUM
$43M
Discretionary
$43M
Employees
1
Clients
--
Accounts
180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $43M | $43M | $0 | 1 | 26 |
| Mar 2012 | $43M | $43M | $0 | 1 | 26 |
| Mar 2011 | $44.6M | $44.6M | $0 | 5 | -- |
| Feb 2010 | $42.7M | $42.7M | $0 | 5 | -- |
| Jan 2007 | $34.8M | $34.8M | $0 | 5 | -- |
| Jan 2006 | $34.4M | $34.4M | $0 | 5 | -- |
| Jan 2005 | $32.7M | $32.7M | $0 | 5 | -- |
| Jan 2005 | $32.7M | $32.7M | $0 | 5 | -- |
| Dec 2003 | $30.5M | $30.5M | $0 | 5 | -- |
| Oct 2003 | $30.5M | $30.5M | $0 | 5 | -- |
DateMay 2012
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees5
Clients--