Schultz Financial Group Incorporated

$214.8MAssets under management
as of Jun 2026 · SEC Form ADV
Reno, NV
Visit websiteLinkedIn
5 people on Advicer connected to this.

Tech stack

No one at Schultz Financial Group Incorporated has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Schultz Financial Group Incorporated's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $191M held · filed Jul 2024
Performance Reporting