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| Keyboard |
| Collins Advisors LLC
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|---|---|
| CRD # | 129270 |
| SEC # | 801-72267 |
| CIK # | |
| AUM | 176.4 M (2026-05-07) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 716-833-6338 |
| Address | 610 Main Street Buffalo, NY 14202 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 473 | 31.5 |
| (b) Individuals (high net worth individuals) | 52 | 128.5 |
| (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 | 56 | 16.1 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 582 | 176.4 |
| By Discretionary | ||
| Discretionary | 580 | 174.1 |
| Non-Discretionary | 2 | 2.3 |
| Total | 582 | 176.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.4 | |
| Total | 582 | 176.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DMC Group LLC
✚
|
AL | 176.7 M |
|
Bannerman Wealth Management Group LLC
✚
|
TX | 176.6 M |
|
Capstone Investment Group LLC
✚
|
WA | 176.4 M |
|
Parable LLC
✚
|
FL | 176.3 M |
|
NDWM LLC
✚
|
CA | 176.3 M |
|
Collar Capital Management LLC
✚
|
WI | 176.3 M |
|
Avant Capital LLC
✚
|
LA | 176.2 M |
|
McLaughlin Asset Management Inc
✚
|
IL | 176.1 M |
|
Pacifica Wealth Advisors Inc
✚
|
176.1 M | |
|
SFI Advisors LLC
✚
|
NJ | 176.0 M |