Schultz Collins Review

Trust Score 93%
Trust Score info_outline

Last updated: July 16th, 2019. Data source: SEC filings.

Schultz Collins, federally registered in 1995, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 5 advisors. Schultz Collins manages $846.1 million and provides investment advisory services for 170 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $4,977,237
Hybrid Advisor No
Disciplinary History No
Total AUM $846.1 million
Advisor / Client Ratio 1:34
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 106964)
State(s) Registered AZ, CA, DC, MD, TX

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