Schultz Collins
Schultz Collins (CRD# 106964) is a financial advisory firm headquartered in San Francisco, CA. They manage $846,130,427 in 170 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management846MILLION
-
Total Number of Accounts170ACCOUNTS
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Average Account Value$4,977,238
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, DC, MD, TX
Financial Advisors at Schultz Collins
No Advisor Found.
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