Overview
Assets Under Management: $176 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 52
Average Client Assets: $2.5 million
Frequently Asked Questions
COLLINS ADVISORS, 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 #129270), COLLINS ADVISORS, LLC is subject to fiduciary duty under federal law.
COLLINS ADVISORS, LLC is headquartered in BUFFALO, NY.
COLLINS ADVISORS, LLC serves 52 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, COLLINS ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COLLINS ADVISORS, LLC manages $176 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, COLLINS ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.83%
Average Client Assets: $2.5 million
Total Client Accounts: 582
Discretionary Accounts: 580
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 129270
Filing ID: 2063321
Last Filing Date: 2026-03-06 12:51:22