Overview
Assets Under Management: $106 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 218
Discretionary Accounts: 218
Regulatory Filings
CRD Number: 152325
Last Filing Date: 2024-10-28 00:00:00
Website: https://collarcapital.com