Colarion
Colarion (CRD# 284588) is a financial advisory firm headquartered in Birmingham, AL. They manage $125,944,089 in 173 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management126MILLION
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Total Number of Accounts173ACCOUNTS
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Average Account Value$728,001
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL
Financial Advisors at Colarion
1
Samuel Haskell (CRD# 2632749) is an Investment Advisor Representative working at Colarion in Birmingham, AL and has over 23 years of experience in the finance industry.
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