Overview
Assets Under Management: $253 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 236
Average Client Assets: $840,000
Frequently Asked Questions
COLLEY ASSET MANAGEMENT, INC. 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 #111837), COLLEY ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
COLLEY ASSET MANAGEMENT, INC. is headquartered in SARATOGA SPRINGS, NY.
COLLEY ASSET MANAGEMENT, INC. serves 236 high-net-worth clients according to their SEC filing dated February 22, 2024. View client details ↓
According to their SEC Form ADV, COLLEY ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COLLEY ASSET MANAGEMENT, INC. manages $253 million in client assets according to their SEC filing dated February 22, 2024.
According to their SEC Form ADV, COLLEY ASSET MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 236
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.06
Average High-Net-Worth Client Assets: $840,000
Total Client Accounts: 465
Discretionary Accounts: 465
Regulatory Filings
CRD Number: 111837
Last Filing Date: 2024-02-22 00:00:00
Website: https://capital.net