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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-27-1983
- Office Locations
- 2
Office Locations
About Schultz Financial Group Incorporated
Schultz Financial Group is a Reno, NV wealth management firm serving high-net-worth individuals and families—especially business owners, executives, accomplished professionals, retirees, and widows/widowers. The team provides comprehensive financial planning (retirement, tax, and estate), investment management with private investment opportunities, and family office services, guided by a distinctive “Four Capitals” approach that also emphasizes physical, psychological, and intellectual well-being.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JENNIFER LEIGH SPECTER
Chief Compliance Officer, Chief Operations Officer
- CRD
- #2988118
- Ownership
- 10% but less than 25%
Alyssa Jane Dalbey
VICE PRESIDENT, Wealth Manager
- CRD
- #6845470
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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KAYLEIGH SUZANNE HORN
--
- CRD
- #5844588
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $214,840,003 | $449,456 |
| Total | $214,840,003 | $449,456 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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