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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