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| Colley Asset Management Inc
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| |
|---|---|
| CRD # | 111837 |
| SEC # | 801-48611 |
| CIK # | |
| AUM | $252.6 MM (2024-02-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-581-0500 |
| Address | 358 Broadway Suite 204 Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 51.8 |
| (b) Individuals (high net worth individuals) | 166 | 114.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 8.4 |
| (i) State or municipal government entities | 4 | 23.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 19 | 55.0 |
| Total | 465 | 252.6 |
| By Discretionary | ||
| Discretionary | 465 | 252.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 465 | 252.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.6 | |
| Total | 465 | 252.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Atlas Fiduciary Services Inc
✚
|
NH | 0.3 |
|
NorthStar Advisory Group LLC
✚
|
NJ | 0.3 |
|
Adapt Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Hidden Cove Wealth Management LLC
✚
|
WA | 0.3 |
|
Starfox Financial Services LLC
✚
|
TX | 0.3 |
|
First Oak Wealth Management LLC
✚
|
NC | 0.3 |
|
Visionary Horizons LLC
✚
|
TN | 0.3 |
|
Blackston's Financial Advisory Group LLC
✚
|
FL | 0.3 |
|
Lindenwold Advisors Inc
✚
|
PA | 0.3 |
|
North Capital Inc
✚
|
UT | 0.3 |