|
⚲
|
| Collier Financial Inc
✚
| |
|---|---|
| CRD # | 175207 |
| SEC # | 801-121627 |
| CIK # | |
| AUM | $128.4 MM (2024-03-18) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 303-741-5040 |
| Address | 8055 E Tufts Avenue Suite 650 Denver, CO 80237 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 42.9 |
| (b) Individuals (high net worth individuals) | 85 | 85.5 |
| (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 | 436 | 128.4 |
| By Discretionary | ||
| Discretionary | 436 | 128.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 436 | 128.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.4 | |
| Total | 436 | 128.4 |
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|---|---|---|
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 0.1 |
|
Pinafore Wealth Counsel Inc
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|
NC | 0.1 |
|
Wolfstich Capital LLC
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|
MA | 0.1 |
|
SAFS LLC
✚
|
PA | 0.1 |
|
GBM Wealth Management Inc
✚
|
TX | 0.1 |
|
Breakwater Capital LLC
✚
|
MI | 0.1 |
|
Thrive Retirement Specialists LLC
✚
|
MI | 0.1 |
|
Constant Guidance Financial LLC
✚
|
MA | 0.1 |
|
AEM Asset Management LLC
✚
|
NY | 0.1 |