COLRAIN CAPITAL LLC

867 Boylston Street
5th Floor
Boston, Massachusetts 02116
Tel: 617-897-5800

About COLRAIN CAPITAL LLC

COLRAIN CAPITAL LLC, formally registered with the SEC as COLRAIN CAPITAL LLC. The firm was established in 12/14/2001. They have over 1 offices throughout the country.

COLRAIN CAPITAL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $102,302,649 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118098
SEC#	801-60755
Assets Managed by Firm	$102,302,649
No. of Clients	21
No. of Advisors	4

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	21	$102,302,649
Individuals (other than high net worth individuals)	21	$102,302,649

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