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Building 2BRUCE COLIN AND COMPANY

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Phone310-378-4355
NotebookSEC #801-119208
Total AUM
$228.5M
Employees
1
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
310-378-4355

ReceiptFinancials

Total AUM
$228.5M
Accounts
158
Discretionary
$0
Accounts
0
Non-Discretionary
$228.5M
Accounts
158

ContactClients

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Individual Clients
1
AUM
$2.1M
HNW Individual Clients
28
AUM
$226.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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