# Schulz Financial

Schulz Financial is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2011
- **Assets under management:** $500M - $2B (Altss estimate)
- **Website:** schulzfinancial.com

## Regulatory record

- **CRD number:** 126820
- **SEC file number:** 801-62036
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126820

## About

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.

## Sectors

- Enterprise Software
- Consumer
- Sports & Entertainment
- Healthcare Services
- Real Estate
- AI/ML
- AgriTech & FoodTech

## People

- Howard Schultz — Founder

## Related profiles

- [Hillcrest Wealth Advisors](https://altss.com/profile/hillcrest-wealth-advisors-ny-llc)
- [Mark Bussey & Associates](https://altss.com/profile/mark-bussey-and-associates-lc)

---

Last updated: 2026-07-06T01:24:25.113Z

Canonical page: https://altss.com/profile/schulz-financial-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology