Overview
Assets Under Management: $86 million
Headquarters: MILLBROOK, NY
High-Net-Worth Clients: 6
Average Client Assets: $12.4 million
Frequently Asked Questions
COLLINS CAPITAL MANAGEMENT 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 #159013), COLLINS CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
COLLINS CAPITAL MANAGEMENT is headquartered in MILLBROOK, NY.
COLLINS CAPITAL MANAGEMENT serves 6 high-net-worth clients according to their SEC filing dated February 08, 2018. View client details ↓
According to their SEC Form ADV, COLLINS CAPITAL MANAGEMENT offers portfolio management for individuals. View all service details ↓
COLLINS CAPITAL MANAGEMENT manages $86 million in client assets according to their SEC filing dated February 08, 2018.
According to their SEC Form ADV, COLLINS CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.65%
Average Client Assets: $12.4 million
Total Client Accounts: 29
Discretionary Accounts: 29
Regulatory Filings
CRD Number: 159013
Filing ID: 1159270
Last Filing Date: 2018-02-08 10:37:00