$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-09-2003
- Office Locations
- 1
Office Locations
125 N 2ND ST Ashland OR
About Schultz AND Associates Inc.
Schultz and Associates Inc. (grspc.com) is an Ashland, OR law firm focused on intellectual property and commercialization support for inventors and technology businesses. Services include patent, trademark, and copyright strategy, IP portfolio development, licensing/technology transfer, infringement studies, franchising, and enforcement through USPTO and federal litigation.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$405.5K AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD W SCHULTZ
Chief Compliance Officer, Owner, President
- CRD
- #4721432
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,515,684 | $239,035 |
| Non-Discretionary | $0 | -- |
| Total | $8,515,684 | $239,035 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing