R
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-1990
- Office Locations
- 1
Office Locations
-- Yorktown TX
About Ronald RAY Schulze
Ronald RAY Schulze is a Yorktown-based RIA. The firm has been operating for 36 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$804.7K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
R
RONALD RAY SCHULZE
Associate
- CRD
- #1451302
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,632,819 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,632,819 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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