Scholtz & Company, LLC
Scholtz & Company, LLC (CRD# 107363) is a financial advisory firm headquartered in Stamford, CT. They manage $302,761,185 in 363 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management303MILLION
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Total Number of Accounts363ACCOUNTS
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Average Account Value$834,053
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, GA, LA, MA, NC, NJ, NY, TX, VA
Jeffrey Costa (CRD# 5363859) is an Investment Advisor Representative working at Scholtz & Company, LLC in Stamford, CT and has over 14 years of experience in the finance industry.
Carl Scholtz (CRD# 5365510) is an Investment Advisor Representative working at Scholtz & Company, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.