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Building 2COLLINS ASSOCIATES

Map pinNEWPORT BEACH, CA
Phone949-644-5771
NotebookSEC #801-22595
Total AUM
$3.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
840 NEWPORT CENTER DRIVE, STE. 660
NEWPORT BEACH
CA 92660
USA
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
949-644-5771

ReceiptFinancials

Total AUM
$3.9M
Accounts
7
Discretionary
$3.9M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PRESENTLY, COLLINS RECEIVES NO MONIES FROM CLIENTS.

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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