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Building 2COLLEY ASSET MANAGEMENT, INC.

Map pinSARATOGA SPRINGS, NY
Phone518-581-0500
NotebookSEC #801-48611
Total AUM
$353.6M
Employees
1
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
358 BROADWAY SUITE 204
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
518-581-0500

ReceiptFinancials

Total AUM
$353.6M
Accounts
411
Discretionary
$353.6M
Accounts
411
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$39.4M
HNW Individual Clients
236
AUM
$198.2M
Charitable Organization Clients
10
AUM
$11M
Government Entity Clients
4
AUM
$28.5M
Other Clients
24
AUM
$76.5M
Description of Other Clients
SPECIAL FAMILY (FID.)

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NY

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

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