Schultz Collins
Schultz Collins is a non-discretionary investment advisor registered with the SEC through Hightower Advisors, LLC. As a non-discretionary advisor, we do not make investment decisions for our clients, but rather support them in making their own, well-informed, decisions, which we then carry out for them. Clients remain in control of their portfolios and are engaged in their management. We supervise portfolios for individuals and families, institutions, and retirement plans, primarily in the San Francisco Bay Area, but have clients nationwide. We rigorously adhere to the fiduciary standard and are nationally known for our deep knowledge and experience with fiduciary issues. As fiduciaries, we are legally and ethically obliged to always act in the client’s best interest. The company started serving clients in 1995 and now supervises or consults on approximately $1.5 billion in client assets.
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Verified contacts
9
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- HL
Huy Lam
Director of Financial Planning and Analysis · Finance & Accounting
EmailPhone - KC
Ken Clift
Principle and Director of Advisory Services · Other
EmailPhone - LM
Laurie Marks
Senior Advisor · Finance & Accounting
EmailPhone - KL
Kristor Lawson
Principal · General Business & Management
EmailPhone - KW
Kelly Woodard
Portfolio Administrator · Operations
EmailPhone - VY
Vernon Yu
Investment Advisor · Finance & Accounting
EmailPhone - JW
Jennifer Weir
Senior Advisor · Finance & Accounting
EmailPhone - NV
Nicole Vandergeest
Data Coordinator · Operations
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Schultz Collins
7 distinct titles indexed · top 7 shown.
- 2senior advisor
- 1data coordinator
- 1director of financial planning and analysis
- 1investment advisor
- 1portfolio administrator
- 1principal
- 1principle and director of advisory services
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