Kyle Martin Schulz
Investment adviser representative at Private Management Group Inc
10 yearsExperience
1 stateRegistered in
$4.9BFirm assets
40 yearsFirm in business
Are you Kyle Martin Schulz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Private Management Group, Inc.Dec 2020 to now
- Viavi SolutionsAug 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Management Group Inc
$4.9BAssets managed
3,594Clients
28Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7330647
- Firm CRD
- 104707