Overview
Assets Under Management: $217 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 26
Average Client Assets: $3.8 million
Frequently Asked Questions
PRATT COLLARD ADVISORY PARTNERS, 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 #159184), PRATT COLLARD ADVISORY PARTNERS, LLC is subject to fiduciary duty under federal law.
PRATT COLLARD ADVISORY PARTNERS, LLC is headquartered in BUFFALO, NY.
PRATT COLLARD ADVISORY PARTNERS, LLC serves 26 high-net-worth clients according to their SEC filing dated October 16, 2018. View client details ↓
According to their SEC Form ADV, PRATT COLLARD ADVISORY PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PRATT COLLARD ADVISORY PARTNERS, LLC manages $217 million in client assets according to their SEC filing dated October 16, 2018.
According to their SEC Form ADV, PRATT COLLARD ADVISORY PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.80%
Average Client Assets: $3.8 million
Total Client Accounts: 757
Discretionary Accounts: 757
Regulatory Filings
CRD Number: 159184
Filing ID: 1246035
Last Filing Date: 2018-10-16 08:04:00