Colley Asset Management, Inc.
Colley Asset Management, Inc. (CRD# 111837) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $128,436,850 in 448 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management128MILLION
Total Number of Accounts448ACCOUNTS
Average Account Value$286,689
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients