← Tributary

SCHLOSSER FINANCIAL SERVICES, INC.

· CRD 128809 · IAPD ↗ · 732-250-4616

$108.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — SCHLOSSER FINANCIAL SERVICES, INC. (location n/a) is newly SEC-registered with $108.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.