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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.

Website http://www.schultzcollins.com
Revenue $1 million
Employees 17 (8 on RocketReach)
Founded 1995
Address 25 Orinda Way Suite 250, Orinda, California 94563, US
Phone +1 415-291-3000
Technologies
Industry Investment Management, Finance General, Consulting, Investment Supervision for Individuals and Families, Finance, Impact Investing, Investment Consulting for Trusts/Endowments/Foundations, Financial Services, Investment Supervision for Institutional Investors, Lending and Investments, Investment Consulting to Retirement Plan Sponsors
Web Rank 20 Million
Keywords Investment Advisor, Investment Strategies, Financial Advisor, Wealth Management, Portfolio Management, Sec Registered, Investment Planning, Retirement Planning, Client Support, Financial Planning, Estate Planning, Financial Services, Wealth Building, Investment Solutions, Financial Consulting, Asset Management, Risk Management, Investment Consulting
Competitors Diageo, Anheuser-Busch, The HEINEKEN Company, The Boston Beer Company, Constellation Brands, New Belgium Brewing, Pabst Brewing Company, Lagunitas Brewing Company, Sierra Nevada Brewing Co., Stone Brewing +49 more (view full list)
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies

Schultz Collins Questions

The Schultz Collins annual revenue was $1 million in 2026.

Huy Lam is the Director of Financial Planning and Analysis of Schultz Collins.

8 people are employed at Schultz Collins.

Schultz Collins is based in Orinda, California.

The NAICS codes for Schultz Collins are [52393, 523, 5239, 52].

The SIC codes for Schultz Collins are [628, 62].

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