Colloquium Asset Management, Inc.

Colloquium Asset Management, Inc. (CRD# 304446) is a financial advisory firm headquartered in Livonia, MI. They manage $6,009,128 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
39111 Six Mile Road, Livonia, MI 48152
https://www.colamgt.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $171,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Colloquium Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephanie Squires, financial advisor Canton MI
Stephanie Squires
CRD#: 5705226
43622 Fleetwood Drive, Canton, MI 48187

Stephanie Squires (CRD# 5705226) is an Investment Advisor Representative working at Colloquium Asset Management, Inc. in Canton, MI and has over 12 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals