Overview
Assets Under Management: $161 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 80
Average Client Assets: $1.6 million
Frequently Asked Questions
COLLIER FINANCIAL, 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 #175207), COLLIER FINANCIAL, INC is subject to fiduciary duty under federal law.
COLLIER FINANCIAL, INC is headquartered in DENVER, CO.
COLLIER FINANCIAL, INC serves 80 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, COLLIER FINANCIAL, INC offers financial planning and portfolio management for individuals. View all service details ↓
COLLIER FINANCIAL, INC manages $161 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, COLLIER FINANCIAL, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.72%
Average Client Assets: $1.6 million
Total Client Accounts: 432
Discretionary Accounts: 432
Regulatory Filings
CRD Number: 175207
Filing ID: 2064600
Last Filing Date: 2026-03-27 18:52:44