Schulz Financial Group
Schulz Financial Group is an SEC-registered mass-market adviser in Tucson, AZ with $114.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Schulz Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339660, SEC 801-135037, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $114.9M (2026-04-23)
- Firm type
- Mass-Market Adviser
- Location
- Tucson, AZ
- Employees
- 3
- Clients
- 353
- CRD
- 339660
- Ownership
- SCHULZ, MARY, GRACE
How much AUM does Schulz Financial Group have?
Schulz Financial Group reported $114.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Schulz Financial Group?
Disclosed owners and executives of Schulz Financial Group include SCHULZ, MARY, GRACE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.