Key facts
- SCHULZ FINANCIAL GROUP is a other based in TUCSON, AZ.
- SCHULZ FINANCIAL GROUP reports $302K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 339660- Regulatory AUM
- $302K
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- TUCSON, AZ
- SEC status
- 120-Day Approval
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FIVE SPEED FINANCIAL PLANNING LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SCHULZ FINANCIAL GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SCHULZ FINANCIAL GROUP's AUM?
- SCHULZ FINANCIAL GROUP manages approximately $302K in assets.