Collar Capital Management, LLC

Collar Capital Management, LLC (CRD# 152325) is a financial advisory firm headquartered in , . They manage $39,920,000 in 183 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $218,142
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
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, NJ, TX, WI

Financial Advisors at Collar Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick D. Collar
CRD#: 4313718
3 Pierce Court, Appleton, WI 54914
93
Wealthminder
score

Patrick Collar (CRD# 4313718) is an Investment Advisor Representative working at Collar Capital Management, LLC in Appleton, WI and has over 15 years of experience in the finance industry.

2
Joseph R. Cacia
CRD#: 4562829
Studio City, CA
81
Wealthminder
score

Joseph Cacia (CRD# 4562829) is an Investment Advisor Representative working at Collar Capital Management, LLC in Studio City, CA and has over 14 years of experience in the finance industry.

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