RIA · CRD 126820SEC-Registered

Updated:

Schulz Financial

SCHULZ FINANCIAL, LLC is an SEC-registered investment adviser with $46 million in regulatory assets under management. The firm has 1 employee and 1 investment...

Schulz Financial

SCHULZ FINANCIAL, LLC is an SEC-registered investment adviser with $46 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Year founded

2011

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Howard Schultz

Founder

Sector focus

Enterprise SoftwareConsumerSports & EntertainmentHealthcare ServicesReal EstateAI/MLAgriTech & FoodTech

Frequently asked questions

What is Schulz Financial?

Schulz Financial is a ria headquartered in New York, United States.

When was Schulz Financial founded?

Schulz Financial was founded in 2011.

Where is Schulz Financial headquartered?

Schulz Financial is headquartered in New York, United States, in the North America region.

What does Altss track for Schulz Financial?

Altss maintains an OSINT-verified profile of Schulz Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Schulz Financial's website?

Schulz Financial's public website is schulzfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Schulz Financial?

Schulz Financial is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on Schulz Financial?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Schulz Financial's Altss profile last updated?

Schulz Financial's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

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

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More New York RIA profiles