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Home > Retirement Planners > new york > saratoga springs > COLLEY ASSET MANAGEMENT, INC.
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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