Schlosser Financial Services, Inc.
● SEC registered since 2026CRD 128809SEC# 801-135063
Reg. AUM
$108M
Employees
1
Accounts
219
Location
—
Schlosser Financial Services, Inc. assets under management
Schlosser Financial Services, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $108 million in regulatory assets under management and employs 1 people.
Schlosser Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Dean Schlosser Control | Cco/Ceo | Over 75% | 1997 |
Frequently asked questions
How much does Schlosser Financial Services, Inc. manage?
Schlosser Financial Services, Inc. reports $108 million in regulatory assets under management on its Form ADV.
How many employees does Schlosser Financial Services, Inc. have?
Schlosser Financial Services, Inc. reports 1 employees.
Does Schlosser Financial Services, Inc. disclose fund performance?
Schlosser Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 732-250-4616 |
| Office hours | 8:00 To 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$108MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$108Mregulatory AUM
Discretionary $0Non-discretionary $108M