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Building 2COLLINS ADVISORS, LLC

Map pinBUFFALO, NY
Phone716-833-6338
NotebookSEC #801-72267
Total AUM
$176.4M
Employees
3
Clients
582

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 MAIN STREET
SUITE 202
BUFFALO
NY 14202
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
716-833-6338

ReceiptFinancials

Total AUM
$176.4M
Accounts
582
Discretionary
$174.1M
Accounts
580
Non-Discretionary
$2.3M
Accounts
2

ContactClients

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Individual Clients
473
AUM
$31.5M
HNW Individual Clients
52
AUM
$128.5M
Pension/Profit Sharing Plan Clients
56
AUM
$16.1M
Charitable Organization Clients
1
AUM
$289.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNMNYVA

HandshakeAffiliates

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

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