Overview
Assets Under Management: $898 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 26
Average Client Assets: $12.8 million
Frequently Asked Questions
SCHULTZ COLLINS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106964), SCHULTZ COLLINS is subject to fiduciary duty under federal law.
SCHULTZ COLLINS is headquartered in SAN FRANCISCO, CA.
SCHULTZ COLLINS serves 26 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, SCHULTZ COLLINS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SCHULTZ COLLINS manages $898 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, SCHULTZ COLLINS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.97%
Average Client Assets: $12.8 million
Total Client Accounts: 168
Non-Discretionary Accounts: 168
Regulatory Filings
CRD Number: 106964
Filing ID: 1199689
Last Filing Date: 2018-03-27 19:35:00