Schlosser Financial Services, Inc.
Schlosser Financial Services, Inc. is an SEC-registered mass-market adviser with $108.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Schlosser Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128809, SEC 801-135063, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $108.0M (2026-01-26)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 219
- CRD
- 128809
- Ownership
- SCHLOSSER, MARK, DEAN
How much AUM does Schlosser Financial Services, Inc. have?
Schlosser Financial Services, Inc. reported $108.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Schlosser Financial Services, Inc.?
Disclosed owners and executives of Schlosser Financial Services, Inc. include SCHLOSSER, MARK, DEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.