|
⚲
|
| Colin Bruce Ted
✚
|
|
|---|---|
| CRD # | 118035 |
| SEC # | 801-119208 |
| CIK # | |
| AUM | $228.5 M (2026-04-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-378-4355 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.1 |
| (b) Individuals (high net worth individuals) | 28 | 226.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 158 | 228.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 158 | 228.5 |
| Total | 158 | 228.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.5 | |
| Total | 158 | 228.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Antonelli Financial Advisors LLC
✚
|
MI | 0.2 |
|
Hemisphere Partners LLC
✚
|
NY | 0.2 |
|
LSB Capital Management Inc
✚
|
IA | 0.2 |
|
JW Korth & Company Limited Partnership
✚
|
MI | 0.2 |
|
Westview Management LLC
✚
|
VT | 0.2 |
|
Calderwood Financial Strategies Inc
✚
|
TX | 0.2 |
|
MSP Wealth Management LLC
✚
|
OR | 0.2 |
|
Wealth Forward LLC
✚
|
ND | 0.2 |
|
Cascade Wealth Advisors Inc
✚
|
WA | 0.2 |
|
Beacon Financial Advisors Inc
✚
|
NY | 0.2 |