SCHULTZ COLLINS, INC.
Legal name: SCHULTZ COLLINS
CRD #106964 SEC #801-48362 SAN FRANCISCO, CA (415) 291-3000
SEC Registered
Total AUM
$846.1M
Discretionary
$0
Employees
8
Clients
51
Accounts
170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $846.1M | $0 | $846.1M | 8 | 5 |
| Mar 2019 | $846.1M | $0 | $846.1M | 8 | 5 |
| Mar 2018 | $897.9M | $0 | $897.9M | 7 | 5 |
| Mar 2017 | $809.9M | $0 | $809.9M | 8 | 200 |
| Jul 2016 | $731.6M | $0 | $731.6M | 8 | 200 |
| Jul 2016 | $731.6M | $0 | $731.6M | 8 | 169 |
| Mar 2016 | $731.6M | $0 | $731.6M | 8 | 169 |
| Mar 2016 | $731.6M | $0 | $731.6M | 8 | 169 |
| Jun 2015 | $723.9M | $0 | $723.9M | 8 | 169 |
| Mar 2015 | $723.9M | $0 | $723.9M | 8 | 169 |
| Nov 2014 | $2.9B | $0 | $2.9B | 7 | 192 |
| Nov 2014 | $2.9B | $0 | $2.9B | 7 | 192 |
| Jul 2014 | $2.9B | $0 | $2.9B | 8 | 192 |
| Jun 2014 | $2.9B | $0 | $2.9B | 8 | 192 |
| Mar 2014 | $2.9B | $0 | $2.9B | 9 | 192 |
| Apr 2013 | $2.3B | $0 | $2.3B | 9 | 200 |
| Apr 2012 | $2.1B | $0 | $2.1B | 11 | 200 |
| Mar 2011 | $1.8B | $0 | $1.8B | -- | -- |
| Mar 2009 | $1.6B | $0 | $1.6B | 10 | -- |
| Sep 2007 | $2B | $0 | $2B | 10 | -- |
| Apr 2007 | $2B | $0 | $2B | 10 | -- |
| Mar 2007 | $2B | $0 | $2B | 10 | -- |
| Mar 2006 | $1.5B | $0 | $1.5B | 10 | -- |
| Sep 2005 | $1.3B | $0 | $1.3B | 10 | -- |
| Sep 2005 | $1.3B | $0 | $1.3B | 10 | -- |
| Jun 2005 | $1.3B | $0 | $1.3B | 10 | -- |
| Jun 2005 | $1.3B | $0 | $1.3B | 10 | -- |
| Apr 2004 | $1B | $0 | $1B | 10 | -- |
| Apr 2004 | $1B | $0 | $1B | 10 | -- |
| Apr 2002 | $381.2M | $64.1M | $317.1M | 5 | -- |
| Apr 2002 | $381.2M | $64.1M | $317.1M | 5 | -- |
DateApr 2019
Total AUM$846.1M
Discretionary$0
Non-Disc.$846.1M
Employees8
Clients5
DateMar 2019
Total AUM$846.1M
Discretionary$0
Non-Disc.$846.1M
Employees8
Clients5
DateMar 2018
Total AUM$897.9M
Discretionary$0
Non-Disc.$897.9M
Employees7
Clients5
DateMar 2017
Total AUM$809.9M
Discretionary$0
Non-Disc.$809.9M
Employees8
Clients200
DateJul 2016
Total AUM$731.6M
Discretionary$0
Non-Disc.$731.6M
Employees8
Clients200
DateJul 2016
Total AUM$731.6M
Discretionary$0
Non-Disc.$731.6M
Employees8
Clients169
DateMar 2016
Total AUM$731.6M
Discretionary$0
Non-Disc.$731.6M
Employees8
Clients169
DateMar 2016
Total AUM$731.6M
Discretionary$0
Non-Disc.$731.6M
Employees8
Clients169
DateJun 2015
Total AUM$723.9M
Discretionary$0
Non-Disc.$723.9M
Employees8
Clients169
DateMar 2015
Total AUM$723.9M
Discretionary$0
Non-Disc.$723.9M
Employees8
Clients169
DateNov 2014
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees7
Clients192
DateNov 2014
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees7
Clients192
DateJul 2014
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees8
Clients192
DateJun 2014
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees8
Clients192
DateMar 2014
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees9
Clients192
DateApr 2013
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees9
Clients200
DateApr 2012
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees11
Clients200
DateMar 2011
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2009
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees10
Clients--
DateSep 2007
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees10
Clients--
DateApr 2007
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees10
Clients--
DateMar 2007
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees10
Clients--
DateMar 2006
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees10
Clients--
DateSep 2005
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients--
DateSep 2005
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients--
DateJun 2005
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients--
DateJun 2005
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients--
DateApr 2004
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees10
Clients--
DateApr 2004
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees10
Clients--
DateApr 2002
Total AUM$381.2M
Discretionary$64.1M
Non-Disc.$317.1M
Employees5
Clients--
DateApr 2002
Total AUM$381.2M
Discretionary$64.1M
Non-Disc.$317.1M
Employees5
Clients--