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VerifiedInvestment Management· Founded 1995

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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HeadquartersOrinda, United StatesEmployees16(11 to 50)Annual revenue$1M to <$10MFounded year1995Websiteschultzcollins.comLinkedIn profileLinkedIn

Verified contacts

9

available on Kipplo

LinkedIn employees

16

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

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Monthly traffic

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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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