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Home > Retirement Planners > new york > buffalo > COLLINS ADVISORS, LLC
COLLINS ADVISORS, LLC
610 Main Street
Suite 202
Buffalo, New York 14202
Tel: 716-833-6338
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 Status | Approved |
|---|---|
| Firm CRD# | 129270 |
| SEC# | 801-72267 |
| Assets Managed by Firm | $141,589,000 |
| No. of Clients | 285 |
| No. of Advisors | 3 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 285 | $141,589,000 |
| Individuals (other than high net worth individuals) | 285 | $50,662,599 |
| High net worth individuals | 38 | $90,118,000 |
| Charitable organizations | 2 | $808,401 |
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