Schultz Collins

  • Investment Bank/Securities Brokerage
  • Orinda CA
  • 17 employees
  • Investment Management
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Company Overview

Headquarters
25 Orinda Way Suite 250, Orinda CA
Website
schultzcollins.com
Phone
(415) 291-3000
Employees
17
Founded in
1995
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Schultz Collins

Schultz Collins is a non-discretionary investment advisor located in Orinda, California. The company employs 17 people and generates approximately $1 million in annual revenue. Schultz Collins provides investment advisory services to individuals, families, institutions, and retirement plans. As a non-discretionary advisor, the company supports clients in making their own informed investment decisions, which they then execute. Clients maintain control over their portfolios and are actively involved in their management. The company distinguishes itself through its commitment to the fiduciary standard, meaning they are legally and ethically obligated to always act in the client's best interest. Schultz Collins is recognized nationally for its expertise and experience in fiduciary matters. For more information, visit schultzcollins.com.

Schultz Collins Industry Tags

Investment Supervision for Individuals and Families
Investment Consulting for Trusts/Endowments/Foundations
Investment Supervision for Institutional Investors
Investment Consulting to Retirement Plan Sponsors
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Schultz Collins Tech Stack

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FAQ

What is the location of Schultz Collins's headquarters?
The headquarters of Schultz Collins are situated at 25 Orinda Way Suite 250, Orinda CA
What is Schultz Collins's phone number?
Schultz Collins's contact number is (415) 291-3000.
What is Schultz Collins's official website?
The official website of Schultz Collins can be found at schultzcollins.com.
What is Schultz Collins's current revenue?
As of September 2022, Schultz Collins's annual revenue reached $1B.
How many employees does Schultz Collins currently have?
Schultz Collins employs approximately 17+ people as of September 2022
Which industries is Schultz Collins primarily operating in?
Schultz Collins operates in the following industries: Investment Management
What are Schultz Collins's industry tags?
Schultz Collins's industry tags include: Investment Supervision for Individuals and Families, Investment Consulting for Trusts/Endowments/Foundations, Investment Supervision for Institutional Investors
When was Schultz Collins founded?
Schultz Collins was founded in 1995.

Employee Directory

Key Employees

Dale Schultz

Co-Founder

Phone Email

Kristor Lawson

Principal

Phone Email

Ken Clift

Principle and Director of Advisory Services

Phone Email

Nicole VanderGeest

Data Coordinator

Phone Email