Colsara National Wealth Management LLC
Colsara National Wealth Management LLC (CRD# 305167) is a financial advisory firm headquartered in , . They manage $24,000,000 in 72 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Colsara National Wealth Management LLC
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts72ACCOUNTS
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Average Account Value$333,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, TX
Financial Advisors at Colsara National Wealth Management LLC
1
James Bowler (CRD# 5828620) is an Investment Advisor Representative working at Colsara National Wealth Management LLC in Peekskill, NY and has over 10 years of experience in the finance industry.
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