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| Happy Holidays!! thanks for using AUM13F!! |
| Colley Asset Management Inc
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| CRD # | 111837 |
| SEC # | 801-48611 |
| CIK # | |
| AUM | $353.6 M (2025-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-581-0500 |
| Address | 358 Broadway Suite 204 Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 39.4 |
| (b) Individuals (high net worth individuals) | 236 | 198.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 11.0 |
| (i) State or municipal government entities | 4 | 28.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 24 | 76.5 |
| Total | 411 | 353.6 |
| By Discretionary | ||
| Discretionary | 411 | 353.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 411 | 353.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 353.6 | |
| Total | 411 | 353.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hillcrest Wealth Advisors - NY LLC
✚
|
NJ | 0.4 |
|
Paskin & Berler Capital Advisors LLC
✚
|
0.4 | |
|
Paragon Private Wealth Management LLC
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|
KY | 0.4 |
|
Core Wealth Partners LLC
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|
CA | 0.4 |
|
United Advisors America Corporation
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|
TX | 0.4 |
|
Endeavor Private Wealth Inc
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|
KS | 0.4 |
|
Coordinated Financial Services Inc
✚
|
CO | 0.4 |
|
CVFG LLC
✚
|
IN | 0.4 |
|
First Eagle Separate Account Management LLC
✚
|
NY | 0.4 |
|
Aspect Partners LLC
✚
|
VA | 0.4 |