CRD: 158577
Schultz Retirement Income Solutions, Inc.
$28.0M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
1 Employees
110 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-27-2011
- Office Locations
- 1
Office Locations
147 Park Street Rockland ME
About Schultz Retirement Income Solutions, Inc.
Schultz Retirement Income Solutions is a Rockland, Maine RIA led by Nancy Schultz focused on retirement income planning and distribution strategies. The firm emphasizes transparent, relationship-based advice and coaching, including budgeting and spending plans, with dedicated resources for women facing unique retirement challenges. Portfolios often use ETFs and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$254.1K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
NANCY LYNN SCHULTZ
Advisor, Chief Compliance Officer, President
- CRD
- #4318143
- 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 | $15,162,217 | -- |
| Non-Discretionary | $12,790,548 | -- |
| Total | $27,952,765 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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