CRD: 339660

Schulz Financial Group

Tucson, AZ, 85704

(520) 495-2800

$114.9M Total AUM

$114.9M Disc. AUM

-- 3Y CAGR

3 Employees

353 ADV. Clients

0 yrs Firm Age

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Firm Details

Custodian: American Funds · Fidelity/NFS · Pershing
Clients: Retail
Platforms: --
Established Date: 01-06-2026
Office Locations: 1

Office Locations

6849 N Oracle RD, STE 175 Tucson AZ

About Schulz Financial Group

Schulz Financial Group is a Tucson-based RIA. The firm has been operating for 0 years. Managing $114.9M in total assets under management, with 3 advisory representatives. They custody assets with American Funds and Fidelity/NFS.

Team overview

38 AVG AGE

$38.3M AVG AUM / ADVISOR

$325.4K AVG AUM / CLIENT

0.5 yrs AVG TENURE

3 Employees

3 Advisory Reps

3 RIA Reps

0yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

MARY GRACE SCHULZ

Chief Compliance Officer, Managing Member

CRD: #6370460
Ownership: 75% or more

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Contacts

Shane Reed

CRD: #7429554

Available

Nicholas George Trujillo

Financial Advisor

CRD: #7508362

Available

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

04-23-2026

Category	Assets	AVG. Account size
Discretionary	$114,881,655	$233,026
Non-Discretionary	$0	--
Total	$114,881,655	$233,026

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Separately Managed Accounts

Total SMA Asset: Available

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Public Funds:

Available

Equity - Exchange:

Available

Cash:

Available

Asset class	Assets	Assets %
Public Funds	Available	Available
Equity - Exchange	Available	Available
Cash	Available	Available
Total	Available	Available

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Schulz Financial Group

Firm Details

Office Locations

About Schulz Financial Group

Team overview

Insights

Asset Classes

Client Personas

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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