Scholtz & Company is an investment advisor in Stamford with $412.63 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133756684
SEC advisor number
801-77840
FINRA CRD number
107363
AUM ?
$302.76 mm
(as of 13 Mar 24)
Accounts
363
(as of 13 Mar 24)
Employees
9
(6 investment advisory or research)
Address
Scholtz & Company
107 ELM STREET
FOUR STAMFORD PLAZA, 5TH FLOOR-SUITE 510
STAMFORD
CT 06902
107 ELM STREET
FOUR STAMFORD PLAZA, 5TH FLOOR-SUITE 510
STAMFORD
CT 06902
Phone
203-714-9900
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21