Schultz Financial Group

Financial Services • Reno, Nevada, United States • 1-10 Employees

Company overview

Headquarters	5190 Neil Rd, Suite 450, Reno, Nevada 89502, US
Phone number	+17758505620
Website	sfginc.com
NAICS	52
Keywords	Risk Management, Business Strategic Planning, Tax Planning, Wealth Management, Trust And Estate Planning, Financial Planning, Investment Management, Family Office Services, Financial Counseling, Charitable Giving Planning, Four Capitals Approach
Founded	1982
Employees	1-10
Socials

Key Contact at Schultz Financial Group

Russ Schultz

Chief Executive Officer And Chief Investment Officer

Schultz Financial Group Email Formats

Schultz Financial Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sfginc.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sfginc.com	100%

About Schultz Financial Group

We are fee-only wealth managers who are passionate about helping Business Professionals achieve their personal and financial goals through our Four Capitals approach to wealth management. As a fiduciary, we are committed to our clients and doing what is in their best interest. Since 1982 we have approached wealth management differently by focusing on our clients’ Four Capitals. The Four Capital approach is based on objective, goal-based advice. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. Our goal is to create a deeper, more meaningful client-advisor relationship that truly enables you to lead a more fulfilled life. Learn more: https://sfginc.com/our-approach/ Our clients come to us for wealth management, but we seek to build long-term relationships built on trust. Get to know each SFG team member: https://sfginc.com/our-team/ For more information about our fee-only wealth management services and how our Four Capitals approach can help you lead a more fulfilled life, please contact us at (775) 850-5620 or info@sfginc.com.

Schultz Financial Group revenue & valuation

Annual revenue	$47,000,000
Revenue per employee	$4,692,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$150,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

Schultz Financial Group has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Schultz Financial Group has never raised funding before.

Schultz Financial Group Tech Stack

Discover the technologies and tools that power Schultz Financial Group's digital infrastructure, from frameworks to analytics platforms.

Slick

JavaScript libraries

WP Rocket

Caching

MailChimp for WordPress

Marketing automation

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Kinsta

Hosting

MailChimp

Frequently asked questions

Schultz Financial Group is located in Reno, Nevada, US.

You can reach Schultz Financial Group at +17758505620.

Schultz Financial Group was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

Schultz Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Schultz Financial Group

Russ Schultz

Chief Executive Officer And Chief Investment Officer

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