John CollinsCRD Number: 5502555
Current Firm: Aspiriant, LLC
John Collins (CRD# 5502555) is an Investment Advisor Representative working at Aspiriant, LLC in Boston, MA and has over 9 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Aspiriant, LLC||San Francisco, CA||Jun 2012 - Current||5|
|Aspiriant Investment Advisors, LLC||San Francisco, CA||Oct 2010 - Jun 2012||1|
|Deloitte And Touch Investment Advisors||Boston, MA||Oct 2007 - Sep 2010||2|
|Bank Of New York Mellon||Boston, MA||Apr 1994 - Sep 2007||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management9,306MILLIONS
Total Number of Accounts7,041ACCOUNTS
Average Account Value$1,321,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
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