Overview
Assets Under Management: $106 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
COLLAR CAPITAL MANAGEMENT, LLC 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 #152325), COLLAR CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COLLAR CAPITAL MANAGEMENT, LLC is headquartered in APPLETON, WI.
COLLAR CAPITAL MANAGEMENT, LLC serves 53 high-net-worth clients according to their SEC filing dated October 28, 2024. View client details ↓
According to their SEC Form ADV, COLLAR CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
COLLAR CAPITAL MANAGEMENT, LLC manages $106 million in client assets according to their SEC filing dated October 28, 2024.
According to their SEC Form ADV, COLLAR CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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