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Karin Amtmann Schultz

SOL Capital Management Co.

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About Karin Amtmann Schultz

Karin Amtmann Schultz is an Investment Advisor Representative at SOL Capital Management Co. with a focus on portfolio management. Karin has been with SOL Capital Management Co. since August 2004 and holds the Series 65 license. Karin's areas of specialization include portfolio management for businesses and individuals.

Firm Information

Karin Schultz is currently registered with SOL Capital Management Co.. SOL Capital Management Co. is an investment advisor registered with the SEC and located in Rockville, MD. The firm manages approximately $2.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Their services include portfolio management for individuals and businesses. They do not offer financial planning or any other services.
SOL Capital Management Co.

111 ROCKVILLE PIKE

ROCKVILLE, MD 20850

$2.66B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karin Schultz’s Registration & Firm History

MD

08/24/2020 - Present

SOL Capital Management Co. (ROCKVILLE MD)

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Licenses & Designations

IA

Issued 06/25/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karin Amtmann Schultz.
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