Schultz Collins

Schultz Collins (CRD# 106964) is a financial advisory firm headquartered in San Francisco, CA. They manage $731,573,350 in 162 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    732
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $4,515,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, DC, MD, TX, WA

Financial Advisors at Schultz Collins
Showing 1 - 5 of 5 top financial advisors.
1
Kristor J. Lawson
CRD#: 1535062
455 Market Street, Suite 1250, San Francisco, CA 94105
96
Wealthminder
score

Kristor Lawson (CRD# 1535062) is an Investment Advisor Representative working at Schultz Collins in San Francisco, CA and has over 25 years of experience in the finance industry. Kristor Lawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth A. Clift
CRD#: 2018332
455 Market Street, Suite 1250, San Francisco, CA 94105
93
Wealthminder
score

Kenneth Clift (CRD# 2018332) is an Investment Advisor Representative working at Schultz Collins in San Francisco, CA and has over 26 years of experience in the finance industry.

3
Patrick J. Collins
CRD#: 1255299
455 Market Street, Suite 1250, San Francisco, CA 94105
93
Wealthminder
score

Patrick Collins (CRD# 1255299) is an Investment Advisor Representative working at Schultz Collins in San Francisco, CA and has over 24 years of experience in the finance industry.

4
Dale W. Schultz
CRD#: 1284729
455 Market Street, Suite 1250, San Francisco, CA 94105
93
Wealthminder
score

Dale Schultz (CRD# 1284729) is an Investment Advisor Representative working at Schultz Collins in San Francisco, CA and has over 29 years of experience in the finance industry.

5
Jeremy S. Wolf
CRD#: 4658961
455 Market Street, Suite 1250, San Francisco, CA 94105
93
Wealthminder
score

Jeremy Wolf (CRD# 4658961) is an Investment Advisor Representative working at Schultz Collins in San Francisco, CA and has over 15 years of experience in the finance industry.

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