Collins Wealth Management, Inc.
Collins Wealth Management, Inc. (CRD# 298028) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $67,108,513 in 196 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Collins Wealth Management, Inc.
By the Numbers
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Total Assets Under Management67MILLION
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Total Number of Accounts196ACCOUNTS
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Average Account Value$342,390
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
CO, NY
Financial Advisors at Collins Wealth Management, Inc.
1
Edward Collins (CRD# 2726760) is an Investment Advisor Representative working at Collins Wealth Management, Inc. in Colorado Springs, CO and has over 20 years of experience in the finance industry.
2
Cole Anderson (CRD# 7027247) is an Investment Advisor Representative working at Collins Wealth Management, Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.
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