Schlosser Financial Services

SCHLOSSER FINANCIAL SERVICES, INC. is an SEC-registered investment adviser since 2026. The firm manages approximately $108 million in regulatory assets.

Schlosser Financial Services

SCHLOSSER FINANCIAL SERVICES, INC. is an SEC-registered investment adviser since 2026. The firm manages approximately $108 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

What services does Schlosser Financial Services offer?

Based on its regulatory filings, Schlosser Financial Services provides a mix of investment advisory portfolio management, financial planning, and insurance product sales. The firm's structure suggests it offered retirement income planning, managed account programs, and commission-based brokerage services to individual clients, primarily in the Florida market.

Is Schlosser Financial Services a family office or a traditional wealth manager?

Schlosser Financial Services operates as a traditional independent registered investment advisor, not a single-family or multi-family office. It serves multiple external clients rather than managing the consolidated capital of a single family, distinguishing it structurally from family-office entities.

How large is the firm in terms of assets under management?

No publicly disclosed AUM figure is available for Schlosser Financial Services. As an independent advisory practice, the firm's scale is likely modest, consistent with the majority of SEC-registered RIAs that manage under $100 million in client assets. No third-party publication or the firm itself has documented a specific AUM number.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.