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Schulz Financial Group

EST. AUM
$114,881,655

CONTACTS
3

CLIENT ACCOUNTS
493

Firm Details

Metro area Tucson
CRD Number 339660
Website schulzfinancialgroup.com
Client types

Overview

Schulz Financial Group (SFG) is an investment advisory firm founded in 2017. The firm provides discretionary asset management services tailored to individual investment goals, risk tolerance, and time horizons. They also offer comprehensive financial planning, including evaluation of current and future financial states, cash flow prediction, and estate planning. SFG utilizes Modern Portfolio Theory (MPT) to build portfolios aimed at maximizing expected returns for a given level of risk.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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