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Schultz And Associates Inc. (Ashland)


Schultz And Associates Inc. is an adviser based in Ashland. It manages $43.03 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Oregon.

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Schultz And Associates provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schultz And Associates: assets under management

The assets under management (AUM) of Schultz And Associates Inc. is $43.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $239.03 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Schultz And Associates Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ashland

The principal office where Schultz And Associates Inc. performs its advisory services is located at 125 North 2 Nd St, Ashland, OR 97520 The mailing address of the firm is Post Office Box 863, Ashland, OR 97520. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-482-5170 or by fax 541-482-9173. The normal business hours are 9:00a.m.to 4:00p.m. on Monday - Friday. You can find more information about the New York firm at schultz@mind.net.


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