Insights

Client-Centric Approach Schultz Collins specializes in supporting clients in making their own investment decisions while maintaining control of their portfolios, which suggests an opportunity to offer advanced client engagement tools or digital advisory solutions that enhance transparency and decision-making support.

Fiduciary Expertise The company's strong adherence to fiduciary standards and deep knowledge in fiduciary issues indicates a potential market for compliance software, fiduciary training services, or consulting solutions tailored to fiduciary advisors looking to strengthen their ethical practices.

Growth Potential With a modest-sized team supporting $1.5 billion in assets, Schultz Collins may be seeking scalable technology platforms or outsourced services that can help manage growth efficiently without compromising personalized service.

Technology Stack The utilization of cloud services like Amazon Web Services and content management tools presents an opportunity to introduce innovative data analytics, cybersecurity enhancements, or modern client portals that can improve operational efficiency and client experience.

Market Expansion While primarily serving clients in the San Francisco Bay Area, Schultz Collins has a national client base; this opens avenues for sales of digital marketing solutions, CRM systems, or client onboarding platforms to support geographic growth and diversified client acquisition.

Similar companies to Schultz Collins

Schultz Collins Tech Stack

Schultz Collins uses 8 technology products and services including Amazon Web Services, jsDelivr, Contentful, and more. Explore Schultz Collins's tech stack below.

Amazon Web Services
Cloud Hosting
jsDelivr
Content Delivery Network
Contentful
Content Management System
yepnope.js
Javascript Frameworks
JSS
Javascript Frameworks
DataTables
Javascript Libraries
HSTS
Security
X-Content-Type-Options
Web & Portal Technology

Media & News

Schultz Collins's Email Address Formats

Schultz Collins uses at least 1 format(s):

Schultz Collins Email Formats	Example	Percentage
First@schultzcollins.com	John@schultzcollins.com	39%
FLast@schultzcollins.com	JDoe@schultzcollins.com	17%
FirLast@schultzcollins.com	JohDoe@schultzcollins.com	5%
First@schultzcollins.com	John@schultzcollins.com	39%

Frequently Asked Questions

Where is Schultz Collins's headquarters located?

Schultz Collins's main headquarters is located at 25 Orinda Way, Suite 250. The company has employees across 1 continents, including North America.

What is Schultz Collins's phone number?

You can contact Schultz Collins's main corporate office by phone at

+1-415-291-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Schultz Collins's official website and social media links?

Schultz Collins's official website is schultzcollins.com and has social profiles on LinkedIn.

How much revenue does Schultz Collins generate?

As of December 2025, Schultz Collins's annual revenue is estimated to be $1.7M.

What is Schultz Collins's SIC code NAICS code?

Schultz Collins's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Schultz Collins have currently?

As of December 2025, Schultz Collins has approximately 16 employees across 1 continents, including North America. Key team members include Manager: L. J.Senior Advisor: M. S. E.Professional Photographer: D. L.. Explore Schultz Collins's employee directory with LeadIQ.

What industry does Schultz Collins belong to?

Schultz Collins operates in the Investment Management industry.

What technology does Schultz Collins use?

Schultz Collins's tech stack includes Amazon Web ServicesjsDelivrContentfulyepnope.jsJSSDataTablesHSTSX-Content-Type-Options.

What is Schultz Collins's email format?

Schultz Collins's email format typically follows the pattern of First@schultzcollins.com. Find more Schultz Collins email formats with LeadIQ.

When was Schultz Collins founded?

Schultz Collins was founded in 1995.

Schultz Collins

Q: What is Schultz Collins's official website and social media links?

Schultz Collins's official website is schultzcollins.com. Schultz Collins has social profiles on LinkedIn.

Q: How many employees does Schultz Collins have currently?

Schultz Collins has approximately 16 employees.

Q: What technology does Schultz Collins use?

Schultz Collins's tech stack includes yepnope.js, Osano, Cloudflare, PHP, Google Fonts API.

Investment ManagementCalifornia, United States11-50 Employees

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.