Overview
Assets Under Management: $216 million
High-Net-Worth Clients: 28
Average Client Assets: $8 million
Frequently Asked Questions
COLIN, BRUCE TED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118035), COLIN, BRUCE TED is subject to fiduciary duty under federal law.
COLIN, BRUCE TED serves 28 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, COLIN, BRUCE TED offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COLIN, BRUCE TED manages $216 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, COLIN, BRUCE TED serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.72
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 154
Non-Discretionary Accounts: 154
Regulatory Filings
CRD Number: 118035
Last Filing Date: 2025-02-25 00:00:00
Website: https://colinwm.com