Investment adviser · CRD 106964
SCHULTZ COLLINS
Investment adviser filing (IA)
SCHULTZ COLLINS, INC.
SAN FRANCISCO, CA, United States · Form ADV filed Apr 3, 2019
- Regulatory AUM
- $846M Form ADV · Item 5.F
- Client accounts
- 170 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 157 | $533,726,459 | 63.1% |
| Corporations & businesses | 7 | $273,716,432 | 32.3% |
| Charities | 6 | $38,687,536 | 4.6% |
| High-net-worth individuals | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1307309 · Apr 3, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 3, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
455 MARKET STREET, SUITE 1250SAN FRANCISCO, CA, 94105-2431, United States
CRD 106964
Filing source
Form ADV 1307309 · Apr 3, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.