COLLINS CAPITAL MANAGEMENT
  • COLLINS CAPITAL MANAGEMENT
  • COLLINS, FARNHAM FISHER

Adviser Profile

As of Date 12/06/2023
Registration status Terminated
ADV Location MILLBROOK, NY, United States
Contact Info 845 xxxxxxx
AUM* 98,026,514 12%
of that, discretionary 98,026,514 12%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 4,084,438 8%
% High Net Worth 27.78% -29%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

98M 84M 70M 56M 42M 28M 14M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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