$46.2M Total AUM
$46.2M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2003
- Office Locations
- 1
Office Locations
-- Houston TX
About Schulz Financial, LLC
Schulz Financial, LLC is a Houston-based RIA. The firm has been operating for 23 years. Managing $46.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$46.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
23.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RODNEY RAY SCHULZ
Director, President
- CRD
- #4544517
- 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 | $46,235,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,235,099 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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