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Building 2COLLEGIATE CAPITAL MANAGEMENT, INC.

Map pinRALEIGH, NC
Phone919-838-0101
NotebookSEC #801-64622
Total AUM
$653M
Employees
8
Clients
447

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
214 NEW BERN PLACE
RALEIGH
NC 27601
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
919-838-0101

ReceiptFinancials

Total AUM
$653M
Accounts
1,992
Discretionary
$608.4M
Accounts
1,868
Non-Discretionary
$44.6M
Accounts
124

ContactClients

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Individual Clients
234
AUM
$84.4M
HNW Individual Clients
204
AUM
$552.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Corporation or Business Clients
8
AUM
$12.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGALANCNENYSCTNTXVA

HandshakeAffiliates

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

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