COLLEY ASSET MANAGEMENT, INC.

358 Broadway Suite 204
Saratoga Springs, New York 12866
Tel: 518-581-0500

About COLLEY ASSET MANAGEMENT, INC.

COLLEY ASSET MANAGEMENT, INC, formally registered with the SEC as COLLEY ASSET MANAGEMENT, INC. The firm was established in 04/21/1995. They have over 1 offices throughout the country.

COLLEY ASSET MANAGEMENT, INC. is a Saratoga Springs, New York based Financial Planning firm with nearly $252,632,838 assets under management, offering retirement planning & investment advisory services to 465 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111837
SEC#	801-48611
Assets Managed by Firm	$252,632,838
No. of Clients	465
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	465	$252,632,838
Individuals (other than high net worth individuals)	268	$51,766,739
High net worth individuals	166	$114,152,298
Charitable organizations	8	$8,424,977

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