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).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $834,053
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MA, NC, NJ, NY, TX, VA

Financial Advisors at Scholtz & Company, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey M. Costa
CRD#: 5363859
107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902

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.

2
Carl H. Scholtz
CRD#: 5365510
107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902

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.

3
Peter D. Scholtz
CRD#: 873183
107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902

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.

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