COLLEGA CAPITAL MANAGEMENT
Total AUM
$81.4M
Employees
2Clients
7Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
809 855 5750
Financials
Total AUM
$81.4M
Accounts
24Discretionary
$6.7M
Accounts
3Non-Discretionary
$74.7M
Accounts
21
Clients
HNW Individual Clients
6AUM
$78.9M
Corporation or Business Clients
1AUM
$2.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.