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.
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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].