Scholtz

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

107 Elm Street Four Stamford Plz Fl 5, S...

Phone Number

(203) 714-9900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Scholtz

Scholtz & Company is a financial advisory firm based in Connecticut that specializes in customized investment management services for individuals and institutions. The company emphasizes personal attention and asset protection, boasting a strong track record of long-term returns. Acting as a fiduciary, they prioritize their clients' best interests and have maintained many client relationships for over 25 years. Their dedicated team of professionals is committed to helping clients navigate their unique financial needs and achieve their investment goals.Explore more
Scholtz's Social MediaPopular SearchesScholtz & Company LLCScholtz & CoScholtzScholz Bethesda LLCRobert ScholzSIC Code 62,628NAICS Code 52,523Show more

Scholtz Org Chart

PhoneEmail
CS
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Portfolio Manager

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AD
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Client EA Relationship Manager

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PS
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Portfolio Manager

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JC
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Analyst, Consumer Specialist

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MH
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Investment Assistant & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Scholtz

<$5M
1-10
Private
-
1994
CS
Carl ScholtzPortfolio Manager
$5.9M
11-50
Private
-
2008
<$5M
11-50
Private
-
1971
DT
Deirdre TorresVice President General Securities Principal
<$5M
11-50
Private
-
2014
RW
Ritesh WadhwaDirector, Business Development
<$5M
11-50
Private
-
1998
AL
Anna LuiDirector, Research
<$5M
1-10
Private
-
2005
DB
Douglas BagwellChairman & CEO
<$5M
1-10
Private
-
2010
BD
Brian DanahyRegional Sales Consultant for PA, DE and Southern NJ
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Scholtz is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Scholtz is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Scholtz.

Scholtz Tech Stack

A closer look at the technologies used by Scholtz

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Frequently Asked Questions Regarding Scholtz

What is Scholtz's official website?
Scholtz's official website is www.scholtzandco.com
What is Scholtz's Revenue?
Scholtz's revenue is <$5 Million
What is Scholtz's SIC code?
Scholtz's SIC: 62,628
What is Scholtz's NAICS code?
Scholtz's NAICS: 52,523
How many employees does Scholtz have?
Scholtz has 1-10 employees
What industry does Scholtz belong to?
Scholtz is in the industry of: Finance, Securities Trading
What is Scholtz competition?
Scholtz top competitors include: Macroaxis, Douglas Bagwell, Attalus Capital, Arialytics
What technology does Scholtz use?
Some of the popular technologies that Scholtz uses are: WordPress.org, Barracuda Networks, Microsoft 365, Sectigo
How do I contact Scholtz?
Scholtz contact info: Phone number: (203) 714-9900 Website: www.scholtzandco.com
What does Scholtz do?

Scholtz & Company is a financial advisory firm based in Connecticut that specializes in customized investment management services for individuals and institutions. The company emphasizes personal attention and asset protection, boasting a strong track record of long-term returns. Acting as a fiduciary, they prioritize their clients' best interests... and have maintained many client relationships for over 25 years. Their dedicated team of professionals is committed to helping clients navigate their unique financial needs and achieve their investment goals.Read More

What are Scholtz social media links?
Scholtz Linkedin page
Is Scholtz a public company?
Scholtz is private company therefore does not currently have an official ticker symbol
See more information about Scholtz

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