Schultz Collins
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
455 Market St Ste 1250, San Francisco, C...Phone Number
(415) 291-3000Website
www.schultzcollins.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
1
1
About Schultz Collins
Schultz Collins is a wealth management firm focused on providing investment counsel services to individuals, families, and institutional investors. They specialize in supervising custom portfolios tailored to the unique goals and circumstances of each client, ensuring active participation in decision-making. With a commitment to education and informed investing, the firm emphasizes data-driven insights and continual process improvement for successful financial outcomes. Founded in 1995, Schultz Collins is recognized for its fiduciary standards and expertise in managing over $1.4 billion in client assets.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Schultz Collins
<$5M
11-50
Private
-
1995
LR
Louise Rothman-RiemerCo Owner. Chief Financial Officer, CCO
Company Profile Activity
Activity Insights
Schultz Collins is experiencing very low activity levels compared to other companies in the Finance sector.
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Schultz Collins is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schultz Collins.
Schultz Collins Tech Stack
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Schultz Collins News & Media
Schultz Collins Receives Strategic Investment from HighTower
Schultz Collins, an advisory group serving individuals and families, institutional investors and retirement plan sponsors, received a strategic investment from HighTower. The amount of the deal was not disclosed. Beyond capital, HighTower will also provide business growth consulting, operational support to enable Schultz Collins to expand its wealth management services for new and existing clients. […] The post Schultz Collins Receives Strategic Investment from HighTower appeared first on FinSME
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Schultz Collins is a wealth management firm focused on providing investment counsel services to individuals, families, and institutional investors. They specialize in supervising custom portfolios tailored to the unique goals and circumstances of each client, ensuring active participation in decision-making. With a commitment to education and infor... Read More
