


Schultz Collins Email Formats
Investment Management • Orinda, California, United States • 11-20 Employees
Schultz Collins Email Formats
Schultz Collins uses 2 email formats. The most common is {first initial} (e.g., j@schultzcollins.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@schultzcollins.com | 66.7% |
{first name} | john@schultzcollins.com | 33.3% |
Key Contacts at Schultz Collins
Huy Lam
Director Of Financial Planning And Analysis
Ken Clift
Principle And Director Of Advisory Services
Louise Rothman-Riemer
Communications Director
Company overview
| Headquarters | 25 Orinda Way, Suite 250, Orinda, California 94563, US |
| Phone number | +14152913000 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Consulting To Retirement Plan Sponsors |
| Founded | 1995 |
| Employees | 11-20 |
| Socials |
About Schultz Collins
Schultz Collins is a non-discretionary investment advisor registered with the SEC through Hightower Advisors, LLC. As a non-discretionary advisor, we do not make investment decisions for our clients, but rather support them in making their own, well-informed, decisions, which we then carry out for them. Clients remain in control of their portfolios and are engaged in their management. We supervise portfolios for individuals and families, institutions, and retirement plans, primarily in the San Francisco Bay Area, but have clients nationwide. We rigorously adhere to the fiduciary standard and are nationally known for our deep knowledge and experience with fiduciary issues. As fiduciaries, we are legally and ethically obliged to always act in the client’s best interest. The company started serving clients in 1995 and now supervises or consults on approximately $1.5 billion in client assets.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Schultz Collins has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Schultz Collins has never raised funding before.
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Frequently asked questions
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