Schultz Financial Group

Finance · Nevada, United States · 1-10 Employees

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Overview

Headquarters

5190 Neil Rd Ste 450, Reno, Nevada, 8950...

Phone Number

(775) 850-5620

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About Schultz Financial Group

Schultz Financial Group is an independent, fee-only financial advisory firm based in Reno, NV, specializing in wealth management and financial planning services for high-net-worth families and individuals. The firm employs a unique Four Capitals approach that encompasses financial matters, physical well-being, intellectual engagement, and psychological space. Their clients include small business owners, corporate executives, and professionals in various fields, who seek to delegate their financial planning and investment management. The company aims to build long-term relationships with clients by providing customized wealth and investment management solutions.Explore more
Schultz Financial Group's Social MediaPopular SearchesSchultz Financial Group IncSFG IncSchultz Financial Management CorpSfg-c IncSfg-g IncSIC Code 62,628NAICS Code 52,523Show more

Schultz Financial Group Org Chart

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KM
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Chief Operations Officer

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Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schultz Financial Group

<$5M
1-10
Private
-
1998
KM
Kristina McCabeChief Operations Officer
<$5M
1-10
Private
-
-
AP
Alexander PeharWealth Management Associate & Relationship Management Advisor
<$5M
1-10
Private
-
-
AL
Angie LohCEO & Founder
<$5M
11-50
Private
-
2012
ML
Marco LecceseWealth Strategist
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
CG
Caroline GayleFinancial Planner
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Schultz Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Schultz Financial Group Tech Stack

A closer look at the technologies used by Schultz Financial Group

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Frequently Asked Questions Regarding Schultz Financial Group

What is Schultz Financial Group's official website?
Schultz Financial Group's official website is www.sfginc.com
What is Schultz Financial Group's Revenue?
Schultz Financial Group's revenue is <$5 Million
What is Schultz Financial Group's SIC code?
Schultz Financial Group's SIC: 62,628
What is Schultz Financial Group's NAICS code?
Schultz Financial Group's NAICS: 52,523
How many employees does Schultz Financial Group have?
Schultz Financial Group has 1-10 employees
What industry does Schultz Financial Group belong to?
Schultz Financial Group is in the industry of: Finance, Securities Trading
What is Schultz Financial Group competition?
Schultz Financial Group top competitors include: Pillar Wealth Management, Core Advisors, Inlet Private Wealth, Optima Capital Management
What technology does Schultz Financial Group use?
Some of the popular technologies that Schultz Financial Group uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Schultz Financial Group?
Schultz Financial Group contact info: Phone number: (775) 850-5620 Website: www.sfginc.com
What does Schultz Financial Group do?

Schultz Financial Group is an independent, fee-only financial advisory firm based in Reno, NV, specializing in wealth management and financial planning services for high-net-worth families and individuals. The firm employs a unique Four Capitals approach that encompasses financial matters, physical well-being, intellectual engagement, and psycholog... ical space. Their clients include small business owners, corporate executives, and professionals in various fields, who seek to delegate their financial planning and investment management. The company aims to build long-term relationships with clients by providing customized wealth and investment management solutions.Read More

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

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