Collabria Capital, Inc.

Collabria Capital, Inc. (CRD# 159858) is a financial advisory firm headquartered in San Ramon, CA. They manage $12,190,000 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $283,488
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 J. Saad
CRD#: 4811313
Danville, CA
93
Wealthminder
score

Paul Saad (CRD# 4811313) is an Investment Advisor Representative working at Collabria Capital, Inc. in Danville, CA and has over 12 years of experience in the finance industry.

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