Michael
Schulman

Running Point Capital Advisors LLC

CRD#5044091
Investment Advisor
in El Segundo, CA

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About this Advisor

Michael Schulman is a financial advisor based in El Segundo, California, working with Running Point Capital Advisors LLC. Michael has previously held positions at Emerald Crest Capital Ii, LLC, Double Eagle Partners, LLC, Hollencrest Capital Management, Independent Consultant, and Running Point Capital Advisors, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of Running Point Capital Advisors LLC, which operates out of El Segundo, California. The firm has 8 employees and manages assets totaling $509.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Running Point Capital Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 North Pacific Coast Highway, Suite 305
El Segundo, CA 90245

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Running Point Capital Advisors LLC Brokerage Details

Total Assets Under Management

$509,376,789

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

612

CA Average: 3,727
Average Account Size

$832,315

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Schulman Work History

2019 - Present (5 years)

Running Point Capital Advisors, LLC

2019 - 2019 (< 1 year)

Independent Consultant

2018 - 2019 (1 year)

Hollencrest Capital Management

2010 - 2016 (6 years)

Emerald Crest Capital Ii, LLC

2008 - 2018 (10 years)

Hollencrest Capital Management

2007 - 2018 (11 years)

Double Eagle Partners, LLC

Disclosures

Please visit the SEC profile of Michael Schulman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Running Point Capital Advisors LLC

Daniel Kerr
El Segundo, CA
Abraham Israeli
El Segundo, CA
Elizabeth Desousa
El Segundo, CA
Michael Schulman
El Segundo, CA
James Schlager
El Segundo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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