COLBERT INVESTMENT MANAGEMENT CO

1001 Brickell Bay Drive
Suite 2000
Miami, Florida 33131-4939
Tel: 305-400-9982

About COLBERT INVESTMENT MANAGEMENT CO

COLBERT INVESTMENT MANAGEMENT CO, formally registered with the SEC as COLBERT INVESTMENT MANAGEMENT CO. The firm was established in 07/21/1997. They have over 1 offices throughout the country.

COLBERT INVESTMENT MANAGEMENT CO is a Miami, Florida based Financial Planning firm with nearly $177,714,069 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108642
SEC#	801-54716
Assets Managed by Firm	$177,714,069
No. of Clients	162
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	162	$177,714,069
High net worth individuals	160	$48,446,759

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