Overview
Assets Under Management: $296 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,398
Discretionary Accounts: 2,381
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 311934
Filing ID: 2004673
Last Filing Date: 2025-07-18 15:05:00
Website: https://collierfinancial.com