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Michael Ashley Schulman

Running Point Capital Advisors LLC

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About Michael Ashley Schulman

Michael Ashley Schulman is an Investment Advisor Representative associated with Running Point Capital Advisors LLC. Michael has been in the industry for over 12 years. Prior to joining Running Point Capital Advisors LLC, Michael worked at Hollencrest Capital Management, LLC. Michael holds Series 63, 65, 7, and 27 licenses and the SIE exam. Michael is a Chartered Financial Analyst (CFA) and specializes in Portfolio Management for Individuals and Selection of Other Advisers.

Firm Information

Michael Schulman is currently registered with Running Point Capital Advisors LLC. Running Point Capital Advisors LLC is a registered investment advisor headquartered in El Segundo, California. The firm manages approximately $509 million in assets for a range of clients, including high-net-worth individuals, corporations, and pension plans. The firm offers a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. They are registered with the SEC under the firm's SEC Number: 801-117793.
Running Point Capital Advisors LLC

101 NORTH PACIFIC COAST HIGHWAY

EL SEGUNDO, CA 90245

$509.38M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Schulman’s Registration & Firm History

CA

05/13/2020 - Present

Running Point Capital Advisors LLC (El Segundo CA)

CA

02/03/2006 - 01/02/2018

HOLLENCREST CAPITAL MANAGEMENT, LLC (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 12/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2012

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Ashley Schulman.
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