Collar Capital Management, LLC

Collar Capital Management, LLC (CRD# 152325) is a financial advisory firm headquartered in Appleton, WI. They manage $113,506,463 in 219 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

100 West Lawrence St., Suite 418, Appleton, WI 54911

http://www.collarcapital.com

By the Numbers

Total Assets Under Management

114

MILLION
Total Number of Accounts

219

ACCOUNTS
Average Account Value

$518,294

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, LA, TX, WI

Financial Advisors at Collar Capital Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Joseph R. Cacia

CRD#: 4562829

Studio City, CA

Joseph Cacia (CRD# 4562829) is an Investment Advisor Representative working at Collar Capital Management, LLC in Studio City, CA and has over 21 years of experience in the finance industry.

Patrick D. Collar

CRD#: 4313718

3 Pierce Court, Appleton, WI 54914

Patrick Collar (CRD# 4313718) is an Investment Advisor Representative working at Collar Capital Management, LLC in Appleton, WI and has over 23 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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