Collabria Capital, Inc.

Collabria Capital, Inc. (CRD# 159858) is a financial advisory firm headquartered in San Ramon, CA. They manage $13,080,212 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2603 Camino Ramon, #200, San Ramon, CA 94583
https://www.collabriacapital.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $261,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Collabria Capital, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Paul Saad, financial advisor Danville CA
Paul J. Saad
CRD#: 4811313
Danville, CA

Paul Saad (CRD# 4811313) is an Investment Advisor Representative working at Collabria Capital, Inc. in Danville, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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