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
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
SIC Code 62,628NAICS Code 52,523Show moreSchultz Collins Org Chart
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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
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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