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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Schultz Financial Group Incorporated
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|---|---|
| CRD # | 108724 |
| SEC # | 801-18297 |
| CIK # | |
| AUM | $196.3 M (2025-03-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 775-850-5620 |
| Address | 5190 Neil Road Reno, NV 89502 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Sierra Nevada Multi-Strategy Fund LLC | 2012-03-29 | 1.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 28.7 |
| (b) Individuals (high net worth individuals) | 61 | 161.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 468 | 196.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 468 | 196.3 |
| Total | 468 | 196.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.3 | |
| Total | 468 | 196.3 |
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|---|---|---|
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LA | 0.2 |
|
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FL | 0.2 |
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0.2 | |
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HI | 0.2 |
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Cloud Capital Management LLC
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WA | 0.2 |
|
Meixler Investment Management Ltd
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|
AZ | 0.2 |
|
Columbia River Advisors LLC
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WA | 0.2 |