COLLIER FINANCIAL, INC

8055 E. Tufts Avenue Suite 650
Denver, Colorado 80237
Tel: 303-741-5040

About COLLIER FINANCIAL, INC

COLLIER FINANCIAL, INC, formally registered with the SEC as COLLIER FINANCIAL, INC. The firm was established in 06/28/2021. They have over 1 offices throughout the country.

COLLIER FINANCIAL, INC is a Denver, Colorado based Financial Planning firm with nearly $128,404,480 assets under management, offering retirement planning & investment advisory services to 436 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175207
SEC#	801-121627
Assets Managed by Firm	$128,404,480
No. of Clients	436
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	436	$128,404,480
Individuals (other than high net worth individuals)	154	$42,894,194
High net worth individuals	85	$85,510,286

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