|
⚲
|
| Collins Advisors LLC
✚
| |
|---|---|
| CRD # | 129270 |
| SEC # | 801-72267 |
| CIK # | |
| AUM | $141.6 MM (2024-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 716-833-6338 |
| Address | 610 Main Street Buffalo, NY 14202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 50.7 |
| (b) Individuals (high net worth individuals) | 38 | 90.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 141.6 |
| By Discretionary | ||
| Discretionary | 284 | 140.9 |
| Non-Discretionary | 1 | 0.7 |
| Total | 285 | 141.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.6 | |
| Total | 285 | 141.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MJR Financial LLC
✚
|
TX | 0.1 |
|
Bonfire Financial LLC
✚
|
CO | 0.1 |
|
The Tenret Company LLC
✚
|
FL | 0.1 |
|
Cooksen Wealth LLC
✚
|
TX | 0.1 |
|
Perissos Private Wealth Management LLC
✚
|
OK | 0.1 |
|
Lauer Wealth LLC
✚
|
IN | 0.1 |
|
Amerity Wealth Management LLC
✚
|
FL | 0.1 |
|
Investor Advisory Group LLC
✚
|
NC | 0.1 |
|
AJF Capital Management Inc
✚
|
NY | 0.1 |
|
Zidel Financial Inc
✚
|
CO | 0.1 |