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COLLINS ADVISORS, LLC

610 Main Street
Suite 202
Buffalo, New York 14202
Tel: 716-833-6338

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About COLLINS ADVISORS, LLC

COLLINS ADVISORS, LLC, formally registered with the SEC as COLLINS ADVISORS, LLC. The firm was established in 10/11/2011. They have over 1 offices throughout the country.

COLLINS ADVISORS, LLC is a Buffalo, New York based Financial Planning firm with nearly $141,589,000 assets under management, offering retirement planning & investment advisory services to 285 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129270
SEC#801-72267
Assets Managed by Firm$141,589,000
No. of Clients285
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total285$141,589,000
Individuals (other than high net worth individuals)285$50,662,599
High net worth individuals38$90,118,000
Charitable organizations2$808,401

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