Colley Asset Management, Inc.
Colley Asset Management, Inc. (CRD# 111837) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $252,632,838 in 465 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Colley Asset Management, Inc.
By the Numbers
-
Total Assets Under Management253MILLION
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Total Number of Accounts465ACCOUNTS
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Average Account Value$543,296
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Colley Asset Management, Inc.
1
John Colley (CRD# 4380683) is an Investment Advisor Representative working at Colley Asset Management, Inc. in Saratoga Springs, NY and has 1 year of experience in the finance industry.
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