Michael Schulman (CRD# 5044091) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 17 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Running Point Capital Advisors, LLC | El Segundo, CA | Nov 2019 - Current | 4 |
| Independent Consultant | Newport Beach, CA | Jun 2019 - Oct 2019 | < 1 |
| Hollencrest Capital Management | Newport Beach, CA | Jun 2018 - May 2019 | < 1 |
| Hollencrest Capital Management | Newport Beach, CA | Dec 2008 - May 2018 | 9 |
| Double Eagle Partners, LLC | Newport Beach, CA | Jan 2007 - May 2018 | 11 |
| Emerald Crest Capital Ii, LLC | Newport Beach, CA | May 2010 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- CA
-
Total Assets Under Management509MILLIONS
-
Total Number of Accounts612ACCOUNTS
-
Average Account Value$832,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NE, TX
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