Sign in
Create a free account
SCHULTZ COLLINS
SAN FRANCISCO, CA
(415) 291-3000
SEC #801-48362Total AUM
$846.1M
Employees
8Clients
171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
455 MARKET STREET
SUITE 1250
SAN FRANCISCO
CA 94105-2431
United States
SUITE 1250
SAN FRANCISCO
CA 94105-2431
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(415) 291-3000
Other Offices
3
Financials
Total AUM
$846.1M
Accounts
170Discretionary
$0
Accounts
0Non-Discretionary
$846.1M
Accounts
170
Clients
Individual Clients
157AUM
$533.7M
HNW Individual Clients
1AUM
$0
Charitable Organization Clients
6AUM
$38.7M
Corporation or Business Clients
7AUM
$273.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
EXPERT WITNESS SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCADCMDTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.