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Building 2COLLAR CAPITAL MANAGEMENT, LLC

Map pinAPPLETON, WI
Phone920-830-1556
NotebookSEC #801-130159
Total AUM
$176.3M
Employees
3
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WEST LAWRENCE ST.
SUITE 418
APPLETON
WI 54911
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
920-830-1556
Other Offices
2

ReceiptFinancials

Total AUM
$176.3M
Accounts
297
Discretionary
$166.3M
Accounts
295
Non-Discretionary
$9.9M
Accounts
2

ContactClients

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Individual Clients
73
AUM
$22.6M
HNW Individual Clients
50
AUM
$143.7M
Pension/Profit Sharing Plan Clients
2
AUM
$9.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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